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About this Advisor
Afshin Safavi is an advisor whose office is in Woodland Hills, California. Currently an investment advisor with Morgan Stanley, they have accumulated a notable 22 years of professional experience. Safavi holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Safavi is registered to advise investors in California. Safavi has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Morgan Stanley & Co Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Woodland Hills, California, and has 702 brick-and-mortar locations in the United States. In aggregate, Morgan Stanley manages $735 billion in assets throughout 1,724,668 accounts and retains more than 26,000 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Morgan Stanley provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Afshin Safavi Work History
Afshin has 22 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley & Co Inc
Morgan Stanley Smith Barney
Merrill Lynch, Pierce, Fenner & Smith Inc
Afshin Safavi has disclosures.
Please visit their SEC profile for more details.