Woodland Hills, CA Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,257

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

21650 Oxnard Street, Suite 1800

Woodland Hills CA 91367

Advisors at this office

50

Advisors at this office

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Kevin F

Series 66

Woodland Hills, CA

Morgan Stanley

Kevin Fusco is a financial advisor at Morgan Stanley with a Series 66 credential and five years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018, following earlier roles at TransPerfect. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
user avatar

Richard R

Series 63

Woodland Hills, CA

Morgan Stanley

Richard Ryan is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct engagements and Corporate Financial Planning agreements.

General estate planning guidance
user avatar

Eric S

Series 66

Woodland Hills, CA

Morgan Stanley

Eric Schrager is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Morgan Stanley in Woodland Hills, CA, where he has worked since 2016, following four years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets, and employs a structured planning process supported by firm-approved tools and market modeling techniques.

General estate planning guidance
user avatar

Tyler J

Series 66

Woodland Hills, CA

Morgan Stanley

Tyler Johnson is a financial advisor at Morgan Stanley in Woodland Hills, CA, holding a Series 66 credential. He has one year of industry experience and previously worked as a freelancer for 12 years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, without providing individual security recommendations as part of standalone plans.

General estate planning guidance
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Charles M

Series 66

Woodland Hills, CA

Morgan Stanley

Charles Masino is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has prior work history including positions at Snyk and Barton Associates, as well as involvement with The Church of Jesus Christ of Latter Day Saints and Brigham Young University. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models but generally acts in an advisory role without providing individual security recommendations as part of standalone planning.

General estate planning guidance
user avatar

Christopher B

Series 63

Woodland Hills, CA

Morgan Stanley

Christopher Butler is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 63 designation and possessing 37 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is a guitar player for a band called Guilty Pleasures. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and firm-approved tools to develop financial plans.

General estate planning guidance
user avatar

Adam M

Series 63, Series 66

Woodland Hills, CA

Morgan Stanley

Adam Marcus is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2016. 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 customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market-based modeling techniques as part of its advisory process.

General estate planning guidance
user avatar

Diana F

Series 63, Series 66

Woodland Hills, CA

Morgan Stanley

Diana Fusco is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

General estate planning guidance
user avatar

Darren K

Series 66

Woodland Hills, CA

Morgan Stanley

Darren Kremicki is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Axa Advisors and UBS Financial Services. Kremicki’s background also includes time at California State University, Northridge, and Notre Dame High School. Morgan Stanley Wealth Management serves individual 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 structured planning tools and investment modeling as part of its advisory approach.

General estate planning guidance
user avatar

Stephen W

Series 66

Woodland Hills, CA

Morgan Stanley

Stephen Wright is a financial advisor with Morgan Stanley, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley and its private bank since 2022 and previously spent nearly a decade at E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory work, he is an officer at Zooganic Studios, a company involved in animation content creation and distribution. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 uses structured planning tools and market models as part of its financial planning process.

General estate planning guidance
user avatar

Manuel D

Series 66

Woodland Hills, CA

Morgan Stanley

Manuel Dermanuelian is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 license and bringing 19 years of industry experience. His career includes roles at Wells Fargo Clearing, J.P. Morgan Securities, and multiple positions within Morgan Stanley. Outside of finance, he works as a pilot and flight instructor and serves as an airline pilot for United Airlines. Morgan Stanley Wealth Management offers advisory programs and personalized financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by advanced modeling tools and serves clients through both direct and employer-sponsored arrangements.

General estate planning guidance
user avatar

David S

Series 66

Woodland Hills, CA

Morgan Stanley

David Sinensky is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment insights developed by its Global Investment Committee.

General estate planning guidance
user avatar

Michael C

Series 63, Series 66

Woodland Hills, CA

Morgan Stanley

Michael Curtin is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. He also serves as a successor trustee for a trust in Burbank, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves a broad client base with diverse investment offerings.

General estate planning guidance
user avatar

Adam P

Series 66

Woodland Hills, CA

Morgan Stanley

Adam Pryor is a financial advisor at Morgan Stanley with a Series 66 credential and approximately one year of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance Company, and various community and political campaigns. Outside of finance, he has been involved in local school board and city council campaigns as well as serving with the Brea Chamber of Commerce. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs. The firm’s financial planning process uses structured discovery conversations and proprietary tools, and it manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Stephen C

Series 66

Woodland Hills, CA

Morgan Stanley

Stephen Colato is a financial advisor with Morgan Stanley in Woodland Hills, CA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Citigroup Global Markets and UBS Financial Services before joining Morgan Stanley in 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a 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 offers services through both direct and corporate channels.

General estate planning guidance
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