Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Matthew M
Series 66
Los Angeles, CA
Morgan Stanley
Matthew Moses is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and Morgan Stanley Private Bank. His background also includes a role at Oracle Corporation and a period of extended travel. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate multiple proprietary modeling techniques.
John D
Series 63, Series 65, Series 66
Los Angeles, CA
Morgan Stanley
John De La Cruz is a financial advisor at Morgan Stanley with 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is the owner and director of A Student Cleaning Company, a facility management service based in Provo, Utah. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning strategies across its broad retail and institutional client base.
Jevin F
Series 63, Series 65
Los Angeles, CA
Morgan Stanley
Jevin Ferguson is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2019, he worked at UBS Financial Services for ten years. He serves on the board of Operation Underground Railroad, a nonprofit focused on ending child sex trafficking, and provides oversight for the Talega Homeowner's Association. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, utilizing structured financial planning tools and a variety of investment solutions. The firm manages approximately $2.74 trillion in client assets and provides services including tailored financial planning and estate strategies.
Carina A
Series 66
Los Angeles, CA
Morgan Stanley
Carina Atoyan is a Series 66-licensed financial advisor with Morgan Stanley, based in Los Angeles, CA, and has 23 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
Gavin O
Series 66
Los Angeles, CA
Morgan Stanley
Gavin O'Leary is a financial advisor at Morgan Stanley in Los Angeles, holding a Series 66 designation. He joined Morgan Stanley in 2025 after completing his education at Santa Clara University and gaining earlier experience in education roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning supported by structured processes and a wide range of advisory programs.
Nieneth S
Series 65, Series 63
Los Angeles, CA
Morgan Stanley
Nieneth Salamon is a financial advisor at Morgan Stanley in Los Angeles, holding Series 65 and Series 63 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2020, Salamon worked at UBS Financial Services from 2015 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and market-based modeling techniques.
Richard F
Series 66
Los Angeles, CA
Morgan Stanley
Richard Foster is a financial advisor at Morgan Stanley in Los Angeles, holding a Series 66 designation with two years of industry experience. His work history includes roles at Morgan Stanley, J.P. Morgan Securities, and First Republic Securities Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.
Jessica L
Series 66
Los Angeles, CA
Morgan Stanley
Jessica Lui is a financial advisor at Morgan Stanley in Los Angeles, CA, with seven years of industry experience. She holds a Series 66 designation and has worked at several firms, including Courtlandt Securities Corporation and U.S. Bancorp Investments. Outside of her advisory role, she is a partner in two waxing salon businesses in California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.
Eric E
Series 66
Los Angeles, CA
Morgan Stanley
Eric Espino is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley, he worked at PFM Financial Advisors LLC and was involved with a technology startup. Outside of his advisory role, he manages a rental property with a long-term tenant. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses.
Sophia D
Series 63, Series 66
Los Angeles, CA
Morgan Stanley
Sophia Dion is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through various retail and institutional platforms.
Michael T
Series 63, Series 65
Los Angeles, CA
Morgan Stanley
Michael Thompson is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, Thompson coaches football and track at Oak Park High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a broad range of retail and institutional offerings.
Michael H
Series 63, Series 65
Los Angeles, CA
Morgan Stanley
Michael Huntsman is a financial advisor at Morgan Stanley with 33 years of industry experience. He previously worked at UBS Financial Services for 10 years and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2023. Huntsman serves on the Finance Committee of Loyola High School and is on the advisory board for Naturally Los Angeles, contributing to the financial oversight and community development of these organizations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment offerings, including corporate financial planning and alternative investment activities.
Tenee D
Series 66
Los Angeles, CA
Morgan Stanley
Tenee Decoteau Thomas is a Series 66-licensed financial advisor with Morgan Stanley in Los Angeles, CA, with 18 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
Jerry C
Series 66
Los Angeles, CA
Morgan Stanley
Jerry Chang is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he serves as a director assisting with youth sports programming at West Valley Sports for Youth in Woodland Hills, CA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm‑approved tools and a structured process. The firm manages approximately $2.74 trillion in client assets and operates as both an investment adviser and broker-dealer.
David C
Series 63, Series 66
Los Angeles, CA
Morgan Stanley
David Candelaria is a financial advisor at Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 66 designations with 16 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters