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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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Andrew Tran Work History
Andrew has 10 years of experience.
Ameriprise Financial Services, Inc
Andrew Tran has no disclosures.
Please visit their SEC profile for more details.