Andrew Bunnin is a registered investment advisor at Morgan Stanley, based in Woodland Hills, CA, with 20 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
21650 Oxnard Street, Suite 1800, Woodland Hills, CA, 91367
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 Stanley
February 2020 - Present · 6 yrs 3 mos
Morgan StanleyBroker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Hsbc Securities (USA) INC.Broker
September 2016 - February 2020 · 3 yrs 5 mos
Hsbc Securities (USA) INC.
September 2016 - February 2020 · 3 yrs 5 mos
First Republic Investment Management, INC.
June 2015 - June 2016 · 1 yr
First Republic Securities Company, LLCBroker
June 2015 - June 2016 · 1 yr
Wells Fargo Advisors, LLC
January 2011 - June 2015 · 4 yrs 5 mos
Wells Fargo Advisors, LLCBroker
January 2011 - June 2015 · 4 yrs 5 mos
Wells Fargo Investments, LLC
March 2008 - January 2011 · 2 yrs 10 mos
Wells Fargo Investments, LLCBroker
March 2008 - January 2011 · 2 yrs 10 mos
Alliancebernstein L.P.
April 2005 - March 2008 · 2 yrs 11 mos
Sanford C. Bernstein & CO., LLCBroker
April 2005 - March 2008 · 2 yrs 11 mos
State Registrations14 states
CACODEFLHIMANCNMNVNYPARITXWA
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.