Morgan Stanley

Investment Advisor
in Newport Beach, CA

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About this Advisor

Derek Campbell is a financial advisor in Newport Beach, California. Currently an advisor with Morgan Stanley, Campbell has 10 years of experience in the financial advisory industry. Campbell maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Campbell is registered to advise customers in California and Texas. Throughout their career, they have worked at Philadelphia Phillies, Documotion Research, Inc, Equinox, Colombian Professional Baseball League, Morgan Stanley Smith Barney LLC, University Of California Berkeley, Image Source Xerox and Morgan Stanley Private Bank, N.A. Morgan Stanley is headquartered in Newport Beach, California, and operates out of 726 offices in the United States. As a registered investment firm, Morgan Stanley oversees $904 billion in assets across 1,863,328 accounts and retains more than 25,600 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. The firm manages 1,273,068 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Morgan Stanley can offer 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 66

Years of Experience

10 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

800 Newport Center Drive Suite 500
Newport Beach, CA 92660

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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

Derek Campbell Work History

Derek has 10 years of experience.

2019 - Present (2 years)

Morgan Stanley Smith Barney LLC

2019 - Present (2 years)

Morgan Stanley Private Bank, N.A

2019 - 2019 (< 1 year)

Morgan Stanley Smith Barney LLC

2019 - 2019 (< 1 year)

Image Source Xerox

2018 - 2018 (< 1 year)

Documotion Research, Inc

2017 - 2018 (1 year)

Colombian Professional Baseball League

2015 - 2016 (1 year)

Morgan Stanley Smith Barney LLC

2014 - 2018 (4 years)

Philadelphia Phillies

2014 - 2015 (1 year)


2014 - 2015 (1 year)

Morgan Stanley Smith Barney LLC

2010 - 2014 (4 years)

University Of California Berkeley


Derek Campbell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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