Brandon Loza is a registered investment advisor at Morgan Stanley, based in San Jose, 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
225 West Santa Clara Street, Suite 900, San Jose, CA, 95113
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
July 2025 - Present · 10 mos
Morgan StanleyBroker
July 2025 - Present · 10 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
May 2024 - May 2025 · 1 yr
Sageview Advisory Group, LLC
April 2024 - May 2025 · 1 yr 1 mo
Moomoo Financial INC.Broker
March 2022 - April 2024 · 2 yrs 1 mo
Futu INCBroker
July 2019 - July 2021 · 2 yrs
E*trade Capital Management, LLC
June 2017 - July 2019 · 2 yrs 1 mo
E*trade Securities LLCBroker
May 2017 - July 2019 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.