Masha Efros is a registered investment advisor at Morgan Stanley, based in La Jolla, CA, with 15 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
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Location
1111 Prospect Street, La Jolla, CA, 92037
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Regulatory History (1)
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Employment Separation After Allegations
March 2010Other Business Activities
Masha owns a rental property in La Mesa since 2015 and acts as an agent/personal representative since January 2026. She also serves as a board member and on the finance committee for a preschool in San Diego since August 2024, dedicating minimal time to each activity.
Employment History
Current Registrations
Morgan Stanley
March 2017 - Present · 9 yrs 4 mos
Morgan StanleyBroker
March 2017 - Present · 9 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
July 2011 - March 2017 · 5 yrs 8 mos
UBS Financial Services INC.Broker
July 2011 - March 2017 · 5 yrs 8 mos
Securities America, INC.Broker
July 2010 - September 2010 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - March 2010 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - March 2010 · 5 mos
Banc of America Investment Services, INC.
October 2009 - October 2009 · 0 mos
Banc of America Investment Services, INC.Broker
July 2009 - October 2009 · 3 mos
State Registrations39 states
ARAZCACOCTDCFLGAHIIDILINKSKYLAMDMIMNMONCNDNENHNJNMNVNYOHOKORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.