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Andrew Munoz

8 Years of Experience
Valencia, CA
Broker

Andrew Munoz is a registered investment advisor at Morgan Stanley, based in Valencia, CA, with 8 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

24300 Town Center Dr., Suite 200, Valencia, CA, 91355

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew is a board member of the Santa Clarita Sheriff's Foundation, a civic/community organization, since August 2023. He dedicates minimal time outside of business hours to business development, administration, marketing, and fundraising for the foundation.

Employment History
Current Registrations
Morgan Stanley
April 2017 - Present · 9 yrs 1 mo
Morgan StanleyBroker
March 2017 - Present · 9 yrs 2 mos
State Registrations29 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.