Alan
Solursh

Morgan Stanley

CRD#2493918
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Alan Solursh is a financial advisor whose office is in Woodland Hills, California. Currently an advisor at Morgan Stanley, Solursh has 10 years of professional experience in the financial advisory industry. Solursh maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Solursh can work with investors based out of California and Texas. Over the course of their career, Solursh has held roles at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Morgan Stanley Private Bank, N.A and Morgan Stanley. Morgan Stanley is based out of Woodland Hills, California, and operates out of 702 other offices throughout the nation. In total, Morgan Stanley manages $735 billion in assets dispersed across 1,724,668 client accounts and employs more than 26,000 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Morgan Stanley can offer 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

10 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

No

Office Location

21650 Oxnard St. Suite 1800
Woodland Hills, CA 91367

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

CA Average: 88
Total Number of Accounts

1,815,592

CA Average: 3,892
Average Account Size

$401,659

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

Alan Solursh Work History

Alan has 10 years of experience.

2017 - Present (2 years)

Morgan Stanley Private Bank, N.A

2017 - Present (2 years)

Morgan Stanley

2017 - Present (2 years)

Morgan Stanley

2010 - 2017 (7 years)

Jpmorgan Chase Bank, N.A

2008 - 2017 (9 years)

J.P. Morgan Securities LLC

Disclosures

Alan Solursh has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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