Morgan Stanley

Investment Advisor
in San Diego, CA
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About this Advisor

Ashley Mooney is a financial advisor who is based in San Diego, California. Currently an investment advisor with Morgan Stanley, they have accumulated 11 years of professional experience in the financial advisory industry. Mooney holds a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Mooney is registered to advise customers based out of California. Over the course of their career, they have held roles at Great Oak High School, Morgan Stanley Private Bank, National Association, Morgan Stanley, Rjs Sizzlin Steer, Seasons 52, On The Border and Flavor Del Mar. Morgan Stanley is headquartered in San Diego, California, and has 702 brick-and-mortar locations across the nation. As a company, Morgan Stanley manages $735 billion in assets across 1,724,668 client accounts and retains more than 26,000 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. 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 may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

101 West Broadway
San Diego, CA 92101

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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

Ashley Mooney Work History

Ashley has 11 years of experience.

2017 - Present (2 years)

Morgan Stanley Private Bank, National Association

2017 - Present (2 years)

Morgan Stanley

2012 - 2017 (5 years)

Seasons 52

2012 - 2012 (< 1 year)

On The Border

2011 - 2012 (1 year)

Flavor Del Mar

2010 - 2010 (< 1 year)

Rjs Sizzlin Steer

2007 - 2011 (4 years)

Great Oak High School


Ashley Mooney has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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