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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
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Morgan Stanley Brokerage Details
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
Andrew Munoz Work History
Andrew has been registered as a financial advisor for 6 years.*
Morgan Stanley Private Bank, National Association
Valencia High School
California State University Northridge
College Of The Canyons
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.
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.
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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 email@example.com.
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