Story and Services

We believe our clients’ trust is our most important asset. Our goal is to create a comprehensive wealth management strategy to support you and your family’s long term needs and objectives. An open line of communication between client and advisor will allow us to clearly define your investment goals and ensure that they are accurately reflected in your financial plan. By leveraging the firm’s intellectual capital and our understanding of global markets, we will design a customized investment strategy with a focus on risk management and wealth protection. Our dedication to understanding your unique needs will remain constant, while we will adapt to the inevitable changes that may occur along the way.
Services Include
  • Professional Portfolio Management1
  • Financial Planning2
  • Estate Planning Strategies3
  • Exchange Traded Funds4
  • Retirement Planning5
  • Lending Products
  • Fixed Income6
Securities Agent: TX, CA, WY, WA, VA, NY, NV, NM, NE, NC, MS, MD, ID, HI, DC, CO, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 302556
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

Alex is a Senior Vice President, Financial Advisor, and Portfolio Manager based in Morgan Stanley’s Beverly Hills office. Alex and his team develop customized wealth management solutions for high net worth families and foundations.

Alex leads the investment and financial planning decisions for the team’s clients. His primary focus is building and implementing risk management and portfolio strategies.

Alex earned a BBA in Finance from the Lubin School of Business at Pace University. He started his career as a research analyst at Pinnacle Associates in New York, an asset management firm managing over $5 billion for high net worth individuals and institutional clients. In 2008, Alex joined UBS International in Los Angeles, where he was a financial advisor on a team working with select high net worth families from Europe and Latin America. At UBS, Alex was recognized as one of the Top 35 Advisors under 35 and earned the Portfolio Manager title. His professional licenses include the Series 3,7,9,10,63,65.

A strong advocate of giving back to the community, Alex is a member of the American Civil Liberties Union (ACLU). He is an avid fan of the Los Angeles Lakers and supports Chelsea F.C. He enjoys running, cycling, skiing, and most importantly, spending time with his family. Alex lives in the Hollywood Hills with his wife, Emily, and their two children, Elden and Nathalie.

    Client Service Team

    • Byuzand Adzhikosyan - Senior Registered Associate
      byuzand.adzhikosyan@morganstanley.com
    • Veronica Chavarin - Senior Registered Client Service Associate, Senior
      Veronica joined Bedford Wealth Management in January 2019 as a Senior Registered Associate and has over 13 years of experience in banking and wealth management. In her current role, she is responsible for all aspects of client service while also serving as lead administrator for team coordination and communication. Veronica provides support in cash management and lending solutions including checking, credit cards, bill pay, and funds transfers.

      Veronica began her career at Bank of America Merrill Lynch and has worked at Wells Fargo Advisors and JP Morgan Chase before joining our team at Morgan Stanley. She currently holds the series 3, 7, 66 and CA insurance licenses.

      Veronica enjoys spending time with friends and family on the strand in Manhattan Beach and attending various sporting events throughout Los Angeles.

    Location

    9665 Wilshire Blvd
    Ste 600
    Beverly Hills, CA 90212
    US
    Direct:
    (310) 285-4826(310) 285-4826
    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    A Parent's Guide to Talking to Your Kids About Money

    A Parent's Guide to Talking to Your Kids About Money

    Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

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    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
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    Choosing an Environmental Charity

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    Ready to start a conversation? Contact Alex Fur today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    2Morgan 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 consult with your Financial Advisor to understand these differences.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    4An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

    5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


    CRC 2019752 10/2018