AdvisorCensus / Financial advisors / California / San Diego, CA / Morgan Stanley
Financial advisors in San Diego, CA using Morgan Stanley
3 SEC-registered investment advisory firms headquartered in the San Diego, CA metro area name Morgan Stanley as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| LM Advisors LLC | San Diego | SEC-registered investment adviser | $1 billion to $5 billion |
| Sestante Family Office | Coronado | SEC-registered investment adviser | $100 million to $500 million |
| Torreyana Capital | La Jolla | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Morgan Stanley nationwide
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AdvisorCensus. Financial advisors in San Diego, CA using Morgan Stanley. https://advisorcensus.com/advisors/ca/san-diego/custodians/morgan-stanley https://advisorcensus.com/advisors/ca/san-diego/custodians/morgan-stanley