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Nikolay Varbanets

12 Years of Experience
Menlo Park, CA
Broker

Nikolay Varbanets is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 12 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

2882 Sand Hill Road, Suite 200, Menlo Park, CA, 94025

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History

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.

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Other Business Activities

Nikolay is the sole proprietor/owner of a rental property in Dallas, Texas, since March 2025. This property management activity does not take place during business hours.

Employment History
Current Registrations
Morgan Stanley
January 2015 - Present · 11 yrs 4 mos
Morgan StanleyBroker
December 2014 - Present · 11 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
April 2013 - November 2014 · 1 yr 7 mos
State Registrations30 states
AZCACOCTFLGAIDINKSLAMAMDMNMOMTNCNHNJNMNVNYOHORPATXUTVAVTWAWI
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.
Nikolay Varbanets - Financial Advisor | TrueAdvisor