TrueAdvisor
TrueAdvisor
MD
MD

Manuel Dermanuelian

Morgan Stanley
19 Years of Experience
Woodland Hills, CA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Manuel Dermanuelian is a registered investment advisor at Morgan Stanley, based in Woodland Hills, CA, with 19 years of industry experience. Manuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

View Full SEC Brochure

Location

21650 Oxnard Street, Suite 1800, Woodland Hills, CA, 91367

Get directions

History

Regulatory History (1)
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.
Customer Dispute
January 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Manuel works as a pilot and flight instructor since 2014, dedicating a few hours per week outside of business hours. He also works as an airline pilot for United Airlines since 2018, spending about 10-20% of his time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2013 - June 2020 · 7 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2013 - June 2020 · 7 yrs 5 mos
J.P. Morgan Securities LLCBroker
October 2012 - January 2013 · 3 mos
J.P. Morgan Securities LLC
October 2012 - January 2013 · 3 mos
Chase Investment Services CORP.
January 2010 - October 2012 · 2 yrs 9 mos
Chase Investment Services CORP.Broker
January 2010 - October 2012 · 2 yrs 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2010 · 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2010 · 7 mos
Morgan Stanley & CO. Incorporated
June 2007 - June 2009 · 2 yrs
Morgan Stanley & CO. IncorporatedBroker
June 2007 - June 2009 · 2 yrs
State Registrations18 states
AZCACOFLGAHIIDILMAMNNVNYORPASCTXVAWA
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.
More Advisors
More financial advisors in Woodland Hills, CA →All financial advisors in California →
Manuel Dermanuelian - Financial Advisor | TrueAdvisor