Aziz
Ihani

Morgan Stanley

CRD#4710466
Investment Advisor
in Laguna Niguel, CA

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About this Advisor

Aziz Ihani is a financial advisor who works out of Laguna Niguel, California with 14 years of relevant experience. Ihani is on the advisory team at Morgan Stanley. During their career, the advisor has held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Ihani maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Texas. Morgan Stanley is a firm operating out of Purchase, NY. The firm has offices in 930 locations and a total of 28,000 advisors. It manages $1 trillion in total assets among its 2,233,188 accounts, placing it among the largest firms in the country by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company performs a wide set 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 usually depend on which services the firm provides the client. Fee types billed by Morgan Stanley most likely include any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

14 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

28202 Cabot Road Suite 500
Laguna Niguel, CA 92677

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

CA Average: 88
Total Number of Accounts

2,233,188

CA Average: 3,892
Average Account Size

$530,659

CA Average: $1,917,921

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

Aziz Ihani Work History

Aziz has been registered as a financial advisor for 14 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2009 - Present (15 years)

Morgan Stanley Smith Barney

2005 - Present (19 years)

Citigroup Global Markets Inc

*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 Aziz Ihani 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

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Billings, MT
Katherine Figus
Chicago, IL
Ellen Spitz
Garden City, NY
Seth Hart
New York, NY
Charles Doering
Walnut Creek, CA
Monica Handy
Richmond, VA
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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