Tina
Villanueva

Morgan Stanley

CRD#2007054
Investment Advisor
in Torrance, CA

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About this Advisor

Tina Villanueva is an investment advisor based in Torrance, California. Currently a registered advisor with Morgan Stanley, they have accrued 10 years of professional experience in the financial advisory industry. Villanueva maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Villanueva is able to operate based out of California and Texas. Villanueva has worked their career at Morgan Stanley. Morgan Stanley is headquartered in Torrance, California, and has 702 additional brick-and-mortar locations in the country. Overall, Morgan Stanley oversees $729 billion in assets covering 1,815,592 accounts and employs more than 26,000 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. The firm manages 1,188,715 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 1,815,592 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. 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 may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

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

Tina Villanueva Work History

Tina has 11 years of experience.

2009 - Present (11 years)

Morgan Stanley Smith Barney LLC

Disclosures

Tina Villanueva has no disclosures.

Please visit their SEC profile for more details.

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Anna Thackston
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Astrid Nino
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Macy Bowen
Atlanta, GA
Tiany Eversley
Miami, FL
Diki Sherpa
South Jordan, UT

This content was compiled from the SEC and FINRA.

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