Monique Morrison is a CFP-designated registered investment advisor at Morgan Stanley, based in San Jose, CA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
225 West Santa Clara Street, Suite 900, San Jose, CA, 95113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Monique is a sole proprietor/owner of rental property in Palo Alto, California, since January 2023. She dedicates minimal time to property management outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Origin Financial
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Scottrade, INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Farmers Financial Solutions, LLCBroker
State Registrations1 state
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