Ashanti Loggins is a registered investment advisor at Morgan Stanley, based in Walnut Creek, CA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1333 North California Boulevard, Suite 133, Walnut Creek, CA, 94596
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
November 2016 - Present · 9 yrs 6 mos
Morgan StanleyBroker
May 2016 - Present · 10 yrs
Previous Registrations
Barclays Capital INC.Broker
September 2008 - December 2015 · 7 yrs 3 mos
Lehman Brothers INC.Broker
April 2000 - September 2008 · 8 yrs 5 mos
Pfpc Distributors, INC.Broker
March 1999 - March 2000 · 1 yr
Fidelity Brokerage Services, INC.Broker
November 1998 - March 1999 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.