Andrew
Munoz

Morgan Stanley

CRD#6469437
Investment Advisor
in Valencia, CA

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About this Advisor

Andrew Munoz is a financial advisor working in Valencia, California with a total of 6 years of industry experience. Munoz is currently employed by Morgan Stanley. Their career trajectory has included roles at Morgan Stanley, California State University San Marcos, College Of The Canyons, California State University Northridge, Valencia High School and Morgan Stanley Private Bank, National Association. Munoz holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Morgan Stanley is a registered investment company operating out of Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 financial advisors. It manages $1 trillion in total assets among its 2,233,188 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm performs a broad assortment of services, including 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. Financial advisory fees typically vary depending on the financial services provided. However, fee types charged by Morgan Stanley most likely consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

Office Location

24300 Town Center Dr. Suite 200
Valencia, CA 91355

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

CA Average: 88
Total Number of Accounts

2,233,188

CA Average: 3,892
Average Account Size

$530,659

CA Average: $1,917,921

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

Andrew Munoz Work History

Andrew has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Morgan Stanley

2017 - Present (7 years)

Morgan Stanley Private Bank, National Association

2016 - 2017 (1 year)

Valencia High School

2014 - 2016 (2 years)

California State University Northridge

2013 - 2014 (1 year)

College Of The Canyons

2012 - 2013 (1 year)

California State University San Marcos

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Munoz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Daniel Evans
New York, NY
Beth Prospero
Jersey City, NJ
William Dilodovico
Fort Lauderdale, FL
Allan House
Baltimore, MD
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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