Morgan Stanley

Investment Advisor
in San Diego, CA
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About this Advisor

Archie Underwood is an investment advisor in San Diego, California. Currently a registered financial advisor with Morgan Stanley, they have accrued a notable 21 years of professional experience as a financial advisor. Underwood holds Series 63 and Series 66 licenses, designating the advisor as a securities representative. Underwood is registered to operate based out of California. During their career, Underwood has held roles at Lincoln Financial/Jefferson Pilot, Alliant Insurance Services, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley is based out of San Diego, California, and operates out of 702 other brick-and-mortar locations in the country. As an advisory firm, Morgan Stanley manages $735 billion in assets across 1,724,668 accounts and retains more than 26,000 people. The firm's total assets under management places it among the biggest financial advisory firms in the country. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. 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 can provide 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's fees may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

21 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

4350 La Jolla Village Drive 10Th Floor
San Diego, CA 92122

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Morgan Stanley Brokerage Details

Total Assets Under Management


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


CA Average: 88
Total Number of Accounts


CA Average: 3,892
Average Account Size


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

Archie Underwood Work History

Archie has 21 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2011 - Present (8 years)

Morgan Stanley Smith Barney

2006 - 2011 (5 years)

Alliant Insurance Services

1997 - 2009 (12 years)

Lincoln Financial/Jefferson Pilot


Archie Underwood has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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