Sofia Bousseba is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 14 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
9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sofia provides home care services for her father, who is blind, starting in April 2025. This activity requires after business hours for about 60% of her time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Beverly Hills Wealth Management, LLC
Mutual Securities, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
AXA Advisors, LLCBroker
State Registrations28 states
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