AB
CFP · ChFC
AB
CFP · ChFC
Alexey Bulankov
19 Years of Experience
San Francisco, CA
3 DisclosuresBroker
Alexey Bulankov is a CFP, ChFC-designated registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 19 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
Loading...
Location
555 California Street, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
November 2015Final Disposition
Customer Dispute
August 2010Award / Judgment
Customer Dispute
February 2009Denied
Other Business Activities
Alexey works as a boxing coach and attends networking events for Jews for Entrepreneurship. These activities require minimal time each week.
Employment History
Current Registrations
Morgan Stanley
September 2025 - Present · 8 mos
Morgan StanleyBroker
September 2025 - Present · 8 mos
Previous Registrations
Cetera Investment Advisers LLC
August 2022 - August 2025 · 3 yrs
Cetera Investment Services LLCBroker
August 2022 - August 2025 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2021 - August 2022 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2021 - August 2022 · 1 yr 4 mos
Bancwest Investment Services, INC.Broker
February 2014 - May 2015 · 1 yr 3 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
February 2014 - May 2015 · 1 yr 3 mos
Mccarthy Asset Management, INC.
March 2011 - February 2014 · 2 yrs 11 mos
Charles Schwab & CO., INC.
January 2005 - November 2010 · 5 yrs 10 mos
Charles Schwab & CO., INC.Broker
January 2005 - November 2010 · 5 yrs 10 mos
Bancwest Investment Services, INC.Broker
March 2004 - December 2004 · 9 mos
Bancwest Investment Services, INC.
March 2004 - July 2004 · 4 mos
Citicorp Investment Services
March 2003 - March 2004 · 1 yr
Citicorp Investment ServicesBroker
February 2003 - March 2004 · 1 yr 1 mo
Cal Fed InvestmentsBroker
September 2002 - February 2003 · 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2000 - July 2002 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2000 - July 2002 · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.