F
Schlappatha

Morgan Stanley

CRD#2642426
Investment Advisor
in Torrance, CA
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About this Advisor

F Schlappatha is a financial advisor whose office is in Torrance, California. Currently a registered financial advisor at Morgan Stanley, they have gathered 11 years of work experience. Schlappatha has Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Schlappatha is able to work with investors in California and Texas. Their career trajectory has included roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Torrance, California, and operates out of 702 locations across the nation. In total, Morgan Stanley manages $735 billion in assets dispersed across 1,724,668 accounts and retains more than 26,000 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. 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 provides 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 65

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

Disclosures

No

Office Location

21250 Hawthorne Blvd Suite 650
Torrance, CA 90503

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

CA Average: 88
Total Number of Accounts

1,815,592

CA Average: 3,892
Average Account Size

$401,659

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

F Schlappatha Work History

F has 11 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Morgan Stanley Smith Barney

2007 - Present (12 years)

Morgan Stanley & Co., Inc

Disclosures

F Schlappatha has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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