Los Angeles, CA Wilshire Blvd. Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,239

Across 1,021 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

10960 Wilshire Blvd., Suite 2000

Los Angeles CA 90024

Advisors at this office

55

Advisors at this office

user avatar

Mark W

Series 63, Series 66

Los Angeles, CA

Morgan Stanley

Mark Wolkstein is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2019 and previously worked at Colony Capital, Inc. and ENG LLC. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

General estate planning guidance
user avatar

Steven K

Series 63, Series 65

Los Angeles, CA

Morgan Stanley

Steven Kern is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley and its affiliates since 2010, including Morgan Stanley Private Bank since 2015. Outside of his advisory role, Kern owns and manages a wine collection. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with investment committee data to support its advisory process.

General estate planning guidance
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Kelly Z

Series 66

Los Angeles, CA

Morgan Stanley

Kelly Zancanaro is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 license and has been with Morgan Stanley since 2009. Outside of her advisory role, she works as an independent marketing executive for Melaleuca, Inc., a direct consumer natural products provider. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Daniel K

Series 63, Series 65

Los Angeles, CA

Morgan Stanley

Daniel Klein is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured processes and planning tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Pamela F

Series 66

Los Angeles, CA

Morgan Stanley

Pamela Farner is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and 17 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021 and previously held roles at JPMorgan Chase Bank and J.P. Morgan Securities from 2013 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services, including those facilitated through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
user avatar

Charles H

Series 66

Los Angeles, CA

Morgan Stanley

Charles Hubbard is a financial advisor at Morgan Stanley in Los Angeles, CA, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley since 2015 and is also associated with Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach involves structured discovery conversations and planning tools, utilizing investment return estimates and simulations to model outcomes.

General estate planning guidance
user avatar

Andrew R

Series 66

Los Angeles, CA

Morgan Stanley

Andrew Rayner is a financial advisor with Morgan Stanley in Los Angeles, California, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2016 and was previously with Morgan Stanley Private Bank, N.A. from 2016 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and economic modeling techniques.

General estate planning guidance
user avatar

Samuel M

Series 66

Los Angeles, CA

Morgan Stanley

Samuel Morales is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and previously worked at Citigroup Global Markets Inc and J.P. Morgan Securities. Outside of advising, he is co-owner of Alma Mater Educational Services LLC, an education-related business. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by structured discovery and advanced modeling tools.

General estate planning guidance
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Clayton H

Series 66

Los Angeles, CA

Morgan Stanley

Clayton Hill is a financial advisor at Morgan Stanley in Los Angeles, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Source One Global, James Capital Advisors, REX Real Estate, Merrill Lynch, and Lululemon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured tools and firm-approved methodologies.

General estate planning guidance
user avatar

Robert H

Series 63

Los Angeles, CA

Morgan Stanley

Robert Hill is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 63 credential and bringing 45 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including the Morgan Stanley Private Bank since 2015. Hill serves as co-trustee for an investment-related trust. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

General estate planning guidance
user avatar

Alexander M

Series 63, Series 66

Los Angeles, CA

Morgan Stanley

Alexander Manolopoulos is a financial advisor at Morgan Stanley in Los Angeles, CA, with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, N.A. He is involved in Tessera Brothers LLC, a partnership focused on reinvesting in income-producing real estate. 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 in its financial planning process.

General estate planning guidance
user avatar

Chad M

Series 66

Los Angeles, CA

Morgan Stanley

Chad Macallister is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Macallister serves as a board member on the investment committee of the South Coast Trading Association, a charitable organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and market outlooks developed by its Global Investment Committee.

General estate planning guidance
user avatar

Rafael Y

Series 66

Los Angeles, CA

Morgan Stanley

Rafael Yenokyan is a financial advisor at Morgan Stanley in Los Angeles, CA, holding a Series 66 designation with eight years of industry experience. His prior experience includes roles at Merrill, E*TRADE Capital Management, E*TRADE Securities, and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide 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 financial advisors and estate planning specialists.

General estate planning guidance
user avatar

Justin H

Series 66

Los Angeles, CA

Morgan Stanley

Justin Hinkes is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and comprehensive investment analyses.

General estate planning guidance
user avatar

Brittany L

Series 66

Los Angeles, CA

Morgan Stanley

Brittany Letto is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following eight years at Doheny Asset Management. 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 processes and analytical tools.

General estate planning guidance
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