Los Angeles, CA Avenue of the Stars Office

Team
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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

1999 Avenue of the Stars, Suite 2400

Los Angeles CA 90067

Advisors at this office

75

Advisors at this office

user avatar

Mher K

Series 63, Series 65

Los Angeles, CA

Morgan Stanley

Mher Khukoyan is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Bank of America, Merrill, and J.P. Morgan Securities. Khukoyan is based in Los Angeles, CA. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-based financial planning programs.

General estate planning guidance
user avatar

Joseph P

Series 63, Series 65

Los Angeles, CA

Morgan Stanley

Joseph Pena is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 designations and five years of industry experience. He has worked at Morgan Stanley since 2020, following positions at U.S. Bank and Office Depot. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Daniel T

Series 66

Los Angeles, CA

Morgan Stanley

Daniel Thomason is a Series 66-licensed financial advisor with Morgan Stanley in Los Angeles, CA, where he has worked since 2009. He has 20 years of industry experience. 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. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced modeling tools.

General estate planning guidance
user avatar

Lyndsae H

Series 63, Series 66

Los Angeles, CA

Morgan Stanley

Lyndsae Hunter is a financial advisor at Morgan Stanley in Los Angeles, CA, with nine years of industry experience. She has held positions at Morgan Stanley since 2018 and previously worked at E*Trade Securities LLC from 2016 to 2018. Hunter holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 supported by firm-approved tools and methodologies.

General estate planning guidance
user avatar

Charles B

Series 66

Los Angeles, CA

Morgan Stanley

Charles Benell is a financial advisor with Morgan Stanley in Los Angeles, holding a Series 66 designation and six years of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as two years at KPMG. He studied at Texas A&M and USC from 2008 to 2017. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

General estate planning guidance
user avatar

Benn K

Series 63, Series 65

Los Angeles, CA

Morgan Stanley

Benn Konner is a financial advisor with Morgan Stanley in Los Angeles, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Morgan Stanley and its affiliates since 2021 and previously spent 20 years at J.P. Morgan Securities Inc. along with five years at J.P. Morgan Chase Bank. Outside of his advisory role, he serves as a trustee for family trusts. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning that includes tailored strategies supported by firm‑approved tools and models.

General estate planning guidance
user avatar

Ryan W

Series 66

Los Angeles, CA

Morgan Stanley

Ryan Wood is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, Lincoln Financial Advisors Corporation, and Donald E. Garcia. He is based in Los Angeles, CA. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

General estate planning guidance
user avatar

Valerie M

Series 66

Los Angeles, CA

Morgan Stanley

Valerie Morris is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2019 and previously worked at UBS Financial Services from 2009 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering advisory programs that include tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its financial planning process.

General estate planning guidance
user avatar

Christopher C

Series 66

Los Angeles, CA

Morgan Stanley

Christopher Consiglio is a Series 66 licensed advisor with Morgan Stanley in Los Angeles, CA, and has four years of industry experience. His work history includes multiple tenures at Morgan Stanley as well as time spent at Merrill Lynch, Pierce, Fenner & Smith Inc. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
user avatar

Mathew L

Series 66

Los Angeles, CA

Morgan Stanley

Mathew Lewis is a financial advisor at Morgan Stanley with five years of industry experience and a Series 66 designation. He previously worked at Dashlane Inc. for five years before joining Morgan Stanley, where he has been with the firm since 2021. 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, utilizing structured discovery conversations and firm-approved tools to develop client plans.

General estate planning guidance
user avatar

Stephen B

Series 63, Series 65

Los Angeles, CA

Morgan Stanley

Stephen Bearden is a financial advisor with Morgan Stanley Wealth Management in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 structured planning processes supported by firm-approved tools.

General estate planning guidance
user avatar

Scott S

Series 66

Los Angeles, CA

Morgan Stanley

Scott Stuart is a financial advisor with Morgan Stanley in Los Angeles, CA, holding a Series 66 designation. He has one year of industry experience, having previously worked at United Talent Agency and Financial Profiles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Andrew S

Series 66

Los Angeles, CA

Morgan Stanley

Andrew Schauer is a Series 66-registered financial advisor with Morgan Stanley in Los Angeles, CA, bringing eight years of industry experience. He has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, and previously spent three years with Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes using firm-approved tools and modeling techniques such as Monte Carlo simulations.

General estate planning guidance
user avatar

Andrew P

Series 63

Los Angeles, CA

Morgan Stanley

Andrew Price is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He holds a Series 63 designation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and approved planning tools but does not provide individual security recommendations as part of the standalone planning service.

General estate planning guidance
user avatar

Richard D

Series 63

Los Angeles, CA

Morgan Stanley

Richard Duffy is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds a Series 63 designation and has worked in various capacities within Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including customized financial planning supported by firm-approved tools and research.

General estate planning guidance
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