Afshin
Safavi

Morgan Stanley

CRD#1889562
Investment Advisor
in Woodland Hills, CA
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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

Series 63, Series 65

Years of Experience

22 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

21650 Oxnard St. Suite 1800
Woodland Hills, CA 91367

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

CA Average: $7,464,549,021
Total Number of Employees

26,000

CA Average: 88
Total Number of Accounts

1,724,668

CA Average: 3,892
Average Account Size

$426,340

CA Average: $1,917,921

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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
  • Other

Afshin Safavi Work History

Afshin has 22 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - 2009 (0 years)

Morgan Stanley & Co Inc

2009 - Present (10 years)

Morgan Stanley Smith Barney

1996 - 2009 (13 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Afshin Safavi has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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