AI
AI

Aziz Ihani

22 Years of Experience
Laguna Niguel, CA
Broker

Aziz Ihani is a registered investment advisor at Morgan Stanley, based in Laguna Niguel, CA, with 22 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

28202 Cabot Road, Suite 500, Laguna Niguel, CA, 92677

Get directions

History

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
Citigroup Global Markets INC.Broker
June 2005 - June 2009 · 4 yrs
Citigroup Global Markets INC.
June 2005 - June 2009 · 4 yrs
Morgan Stanley
December 2003 - June 2005 · 1 yr 6 mos
Morgan Stanley Dw INC.Broker
November 2003 - June 2005 · 1 yr 7 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAIAILINKSKYMAMDMIMONCNJNVNYOHOKORPATNTXVAWAWI
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.
Aziz Ihani - Financial Advisor | TrueAdvisor