Andrew
Tran

Morgan Stanley

CRD#6285010
Investment Advisor
in Los Angeles, CA
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About this Advisor

Andrew Tran is an investment advisor located in Los Angeles, California. Currently a registered advisor at Morgan Stanley, Tran has 10 years of professional experience as a financial advisor. Tran maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Tran is registered to operate based out of California. Over the course of their career, they have held roles at Ameriprise Financial Services, Inc, Wellsfargo, Chase and Morgan Stanley. Morgan Stanley is headquartered in Los Angeles, California, and has 702 offices throughout the United States. In total, Morgan Stanley oversees $735 billion in assets throughout 1,724,668 client accounts and employs more than 26,000 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. 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 regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Morgan Stanley offers 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

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

444 South Flower Street
Los Angeles, CA 90071

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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

Andrew Tran Work History

Andrew has 10 years of experience.

2015 - Present (4 years)

Morgan Stanley

2014 - 2014 (0 years)

Ameriprise Financial Services, Inc

2011 - 2013 (2 years)

Wellsfargo

2011 - 2011 (0 years)

Chase

2008 - 2011 (3 years)

Wellsfargo

Disclosures

Andrew Tran has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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