Richard
Feldstein

Morgan Stanley

CRD#1498692
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Richard Feldstein is a financial advisor based in Woodland Hills, California, who has been in the industry for 25 years. Feldstein works at Morgan Stanley. During their career, the advisor has held roles at Morgan Stanley Private Bank, National Association, Citigroup Global Markets Inc and Morgan Stanley Smith Barney. Feldstein has a Series 63 license, certifying them as a securities broker, and is approved to work in California. Morgan Stanley is a company that has its headquarters in Woodland Hills, California. It has offices in 702 locations and a total of 26,000 people on staff. It administers $735 billion in assets under management between its 1,724,668 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 283 charitable organizations. Morgan Stanley provides a number of services, including 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 for financial advisory services typically vary depending on which services the firm provides the client. Fees billed by Morgan Stanley most likely consist of any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years of Experience

25 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

Yes

Office Location

21650 Oxnard St. Suite 1800
Woodland Hills, CA 91367

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

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

26,000

CA Average: 88
Total Number of Accounts

1,724,668

CA Average: 3,892
Average Account Size

$426,340

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

Richard Feldstein Work History

Richard has 25 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Morgan Stanley Smith Barney

1993 - Present (26 years)

Citigroup Global Markets Inc

Disclosures

Richard Feldstein has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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