Andrew
Polachek

Morgan Stanley

CRD#6791347
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Andrew Polachek is an investment advisor who works in Woodland Hills, California. Currently a registered advisor with Morgan Stanley, they have accrued 12 years of professional experience in the financial advisory industry. Polachek has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Polachek is registered to operate based out of California. Over the course of their career, Polachek has held roles at Docusign, Morgan Stanley Private Bank, National Association, Sir Franics Drake High School, Morgan Stanley and University Of Washington Football. Morgan Stanley is based out of Woodland Hills, California, and operates out of 702 brick-and-mortar locations across the nation. As a company, Morgan Stanley oversees $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 nation. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the firm's 1,724,668 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. 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 may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

Andrew Polachek Work History

Andrew has 12 years of experience.

2017 - Present (2 years)

Morgan Stanley Private Bank, National Association

2017 - Present (2 years)

Morgan Stanley

2016 - 2017 (1 year)

Docusign

2010 - 2016 (6 years)

University Of Washington Football

2006 - 2010 (4 years)

Sir Franics Drake High School

Disclosures

Andrew Polachek has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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