El Segundo, CA Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,211

Across 1,020 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

2141 Rosecrans Avenue, Suite 3100

El Segundo CA 90245

Advisors at this office

49

Advisors at this office

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Rishi M

Series 66

El Segundo, CA

Morgan Stanley

Rishi Mangal is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2009, including two years with the Morgan Stanley Services Group Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
user avatar

Laura M

Series 66

El Segundo, CA

Morgan Stanley

Laura Martin is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Morgan Stanley since 2010 in various capacities, including Morgan Stanley Smith Barney LLC and its Wealth Management division, and previously held roles at RBC Capital Markets, Deutsche Bank Securities, Merrill, and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.

General estate planning guidance
user avatar

Jason M

Series 66

El Segundo, CA

Morgan Stanley

Jason Maetani is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2012, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Gabriella B

Series 66

El Segundo, CA

Morgan Stanley

Gabriella Burke is a financial advisor at Morgan Stanley with eight years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2016, with a brief gap in 2017. Outside of her advisory role, Burke works as a fitness coach at Orange Theory Fitness and operates a personal training business. 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 methodologies.

General estate planning guidance
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Darrin F

Series 63

El Segundo, CA

Morgan Stanley

Darrin Frankel is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and works at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and models in its financial planning process.

General estate planning guidance
user avatar

Lucy H

Series 66

El Segundo, CA

Morgan Stanley

Lucy Hardy is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley since 2017 and previously was affiliated with Financial Partners Credit Union and LPL Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Sophia R

Series 66

El Segundo, CA

Morgan Stanley

Sophia Rosa is a Series 66-registered financial advisor with Morgan Stanley in New York, NY, and has three years of industry experience. Her career history includes roles at Morgan Stanley Private Bank, KeyBank, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services across retail and institutional markets with various investment and planning resources.

General estate planning guidance
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Rashaan C

Series 66

El Segundo, CA

Morgan Stanley

Rashaan Coleman is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Fidelity Brokerage Services LLC, and Bank of America. Outside of his advisory role, Coleman serves as a board member and vice chair of the Finance Committee for the Coalition for Engaged Education, a nonprofit focused on children and youth. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-designed tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

General estate planning guidance
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Shana I

Series 63, Series 66

El Segundo, CA

Morgan Stanley

Shana Ice is a financial advisor at Morgan Stanley in El Segundo, CA, holding Series 63 and Series 66 licenses with 20 years of industry experience. Her career includes multiple tenures at Morgan Stanley as well as roles at MML Investors Services, MassMutual/Tomi Wealth Management, and Azzad Asset Management. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements.

General estate planning guidance
user avatar

Henry W

Series 66

El Segundo, CA

Morgan Stanley

Henry Wu is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Wells Fargo Clearing, and UBS Financial Services. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various advisory and brokerage platforms.

General estate planning guidance
user avatar

Vanessa S

Series 66

El Segundo, CA

Morgan Stanley

Vanessa Schafer is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Kristina C

Series 66

El Segundo, CA

Morgan Stanley

Kristina Charles is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 credential and five years of industry experience. Her prior roles include positions at Rockefeller Financial LLC, Bank of America, Merrill, and UCLA. Outside of her advisory work, she is involved in property management. Morgan Stanley Wealth Management serves individual and institutional clients, offering comprehensive financial planning supported by firm-approved tools and managed assets totaling approximately $2.74 trillion. The firm combines tailored advisory programs with a wide range of investment and planning services.

General estate planning guidance
user avatar

Ernest C

Series 63, Series 66

El Segundo, CA

Morgan Stanley

Ernest Cho is a financial advisor with Morgan Stanley in El Segundo, CA, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and JP Morgan Securities LLC, where he spent nine years, as well as a year at Equitable Advisors. Cho has been with Morgan Stanley and Morgan Stanley Private Bank since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

General estate planning guidance
user avatar

Calyssa F

Series 66

El Segundo, CA

Morgan Stanley

Calyssa Frankel is a Series 66-licensed financial advisor with Morgan Stanley, based in El Segundo, CA, and has four years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, as well as prior positions at Paolucci Salling and Martin and UCLA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
user avatar

Greg P

Series 63, Series 65

El Segundo, CA

Morgan Stanley

Greg Prahser is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2025, with prior roles at City National Bank and RBC Capital Markets. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools.

General estate planning guidance
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