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(858) 613-8150Call Visit WebsiteVisit Website Map & DirectionsDirections6037 La FlechaRancho Santa Fe, CA 92067 Write a ReviewWrite Review

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Morgan Stanley

Tax Planning
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please contact a Morgan Stanley representative or Financial Advisor to understand these differences. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates, employees and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts and estate planning, charitable giving, philanthropic planning and other legal matters.

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Places Near Rancho Santa Fe with Investments

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San Marcos (14 miles)

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Extra Phones

Phone: (858) 756-3765

TollFree: (800) 755-3765

AKA

The Centerpoint One Group-Morgan Stanley

Other Link

https://advisor.morganstanley.com/the-centerpoint-one-group

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Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Stock & Bond Brokers, Stock & Bond Transfer Agents

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Details

Phone: (858) 613-8150

Address: 6037 La Flecha, Rancho Santa Fe, CA 92067

Website: https://advisor.morganstanley.com/the-centerpoint-one-group

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Morgan Stanley

Tax Planning
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please contact a Morgan Stanley representative or Financial Advisor to understand these differences. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates, employees and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts and estate planning, charitable giving, philanthropic planning and other legal matters.
Charitable Giving

Investment Management
At Morgan Stanley Investment Management, our goal is to provide outstanding long-term performance to a diverse client base that includes governments, institutions, corporations and individuals worldwide. With a comprehensive suite of investment management solutions and services, we are dedicated to helping our clients achieve their investment goals.
Mutual Funds
None of the information contained in this web site constitutes a recommendation, solicitation or offer by Morgan Stanley or its affiliates to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service. The information contained in this web site has been prepared without reference to any particular user's investment requirements or financial situation. Certain transactions give rise to substantial risk and are not suitable for all investors. Prior to the execution of any transaction by you involving information you received from this web site, you should consult your business advisor, attorney and tax and accounting advisors with respect to the price, suitability, value, risk or other aspects of any stock, mutual fund, security or other investment. Pricing and other information generated through the use of data or services made available herein may not reflect actual prices or values that would be available in the market at the time provided or at the time that the user may want to purchase or sell a particular security or other instrument. The information and services provided on this web site are not provided to and may not be used by any person or entity in any jurisdiction where the provision or use thereof would be contrary to applicable laws, rules or regulations of any governmental authority or regulatory or self-regulatory organization or clearing organization or where Morgan Stanley is not authorized to provide such information or services. Some products and services described in this web site may not be available in all jurisdictions or to all clients.
Bonds
Wealth Management
We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Explore Wealth Management

Accounting Services

Financial Planning
Annuities
Asset Management
Morgan Stanley and Dean Witter merged in 1997, creating America's largest asset management company and securities firm in terms of equity capital. The resulting name, Morgan Stanley, Dean Witter, Discover & Company, was shortened to Morgan Stanley in March 2001.
Asset Protection
Securities and cash held by individuals in Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC accounts are protected up to their full net equity value by a combination of coverage provided by the Securities Investor Protection Corporation (SIPC), a non-profit organization created by an Act of Congress and additional protection purchased from a group captive insurance company by Morgan Stanley ("excess coverage"). SIPC protects up to $500,000 of your securities, of which up to $250,000 may be uninvested cash. Excess Coverage provides additional protection up to the full net equity value of each account including unlimited coverage for uninvested cash. SIPC and excess coverage apply only to securities and cash in the exclusive possession and control of Morgan Stanley and do not protect against losses due to fluctuations in the market. Additional information about SIPC and asset protection may also be found at www.sipc.org.

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