Austin
Tobian
Morgan Stanley
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About this Advisor
Austin Tobian is a financial advisor working in San Francisco, California who has 1 year of relevant experience. Tobian works at Morgan Stanley. Throughout their career, Tobian has worked at Morgan Stanley Smith Barney LLC, Evans Hotels - The Lodge At Torrey Pines, College Fresh, Salvation Army - Kroc Center, Danville Fit, Fitness 19, Mustang Soccer, San Ramon Valley High School and San Diego State University. Tobian holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Morgan Stanley is an advisory business based out of Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 employees. It has $1 trillion in assets across its 2,233,188 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Morgan Stanley offers a number of services, such as 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. Fees charged by financial advisors largely vary depending on the services. However, fees charged by Morgan Stanley can include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Austin Tobian Work History
Austin has been registered as a financial advisor for 1 years.*
Morgan Stanley Smith Barney LLC
Evans Hotels - The Lodge At Torrey Pines
College Fresh
Salvation Army - Kroc Center
Fitness 19
San Diego State University
Danville Fit
Mustang Soccer
San Ramon Valley High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Austin Tobian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Oak Brook, IL
New York, NY
Oakland, CA
Garden City, NY
Walnut Creek, CA
Baltimore, MD
Pueblo, CO
Blue Bell, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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