Giancarla
Ferrara

Morgan Stanley

CRD#4966973
Investment Advisor
in San Diego, CA
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About this Advisor

Giancarla Ferrara is a financial advisor who works in San Diego, California, with a total of 10 years in the industry. Ferrara is an employee of Morgan Stanley. During their career, the advisor has held roles at Morgan Stanley Smith Barney LLC, U.S. Bancorp Investments, Inc, Us Bank, Morgan Stanley and Morgan Stanley Private Bank, N.A. Ferrara maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Arizona, Texas, California and Pennsylvania. Morgan Stanley is an advisory company that has its headquarters in San Diego, California. The firm has offices in 702 locations and a total of 26,000 people on staff. It has $735 billion in total assets across its 1,724,668 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 283 charities and foundations. The advisory firm offers a broad range 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 are based on the type of services. However, fees charged by Morgan Stanley can be comprised of some blend of 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

Disclosures

No

Office Location

4350 La Jolla Village Drive 10Th Floor
San Diego, CA 92122

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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

Giancarla Ferrara Work History

Giancarla has 10 years of experience.

2013 - Present (6 years)

Morgan Stanley

2013 - Present (6 years)

Morgan Stanley Private Bank, N.A

2011 - 2011 (< 1 year)

Morgan Stanley

2011 - 2013 (2 years)

Morgan Stanley

2011 - 2013 (2 years)

Morgan Stanley Private Bank, N.A

2009 - 2011 (2 years)

Morgan Stanley Smith Barney LLC

2009 - 2009 (< 1 year)

U.S. Bancorp Investments, Inc

2008 - 2009 (1 year)

Us Bank

Disclosures

Giancarla Ferrara has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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