Natalya Fikhman is a registered investment advisor at Morgan Stanley, based in Sherman Oaks, CA, with 23 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
15260 Ventura Boulevard, Suite 1900, Sherman Oaks, CA, 91403
Get directionsHistory
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 StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
February 2009 - June 2009 · 4 mos
Morgan Stanley & CO. Incorporated
February 2009 - June 2009 · 4 mos
Citigroup Global Markets INC.
November 2006 - January 2009 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
November 2006 - January 2009 · 2 yrs 2 mos
Northwestern Mutual Investment Services,llc
June 2005 - November 2006 · 1 yr 5 mos
Northwestern Mutual Investment Services, LLCBroker
July 2003 - November 2006 · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
February 2003 - May 2003 · 3 mos
S. L. Reed & CompanyBroker
January 2002 - January 2003 · 1 yr
State Registrations31 states
ARAZCACODCFLGAHIIDILKSMAMDMEMIMNMONCNENJNMNVNYORPASCTXUTVAWAWY
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.