My Story and Services

For over a decade, high net worth families and institutions have entrusted Andrew to help them reach their financial goals. His clients appreciate how he listens to them and seeks to understand both their stated and unstated needs before providing guidance and help. As Andrew says, "I enjoy the diverse nature of my work as no two clients are alike when it comes to their goals, orientation to wealth, definition of financial success, and what they care about most when choosing a trusted advisor. The guidance I provide each of my clients is uniquely tailored to what they value and co-designed with them." Andrew is excited to offer his clients access to Morgan Stanley’s comprehensive range of financial capabilities that can be uniquely combined to support each of his clients.

Prior to joining Morgan Stanley via its merger with E*TRADE, Andrew served high net worth and corporate stock plan clients at E*TRADE as a Senior Advisor. Previously, he served ultra-high net worth clients in Fidelity’s Private Wealth Management Group in San Francisco. Andrew began his career in serving clients as a credit underwriter with Bank of America’s Private Bank and he began his financial planning background with AllianceBernstein.

Andrew is a Los Angeles native and an alum of Van Nuys High School. He earned dual degrees in Economics and Asian Studies from Cornell University in Ithaca, New York and completed a Masters equivalency in Accounting from UCLA.
Securities Agent: CO, DE, DC, MO, VA, HI, MD, FL, AZ, MI, NV, MN, MA, KS, IL, TX, TN, OR, ID, CA, WA, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1042087
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Client Resources

At Morgan Stanley, we realize our clients have financial needs that require dedicated resources. See below for the various tools we can employ to help you reach your goals.

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    Morgan Stanley Online

    Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.

    Learn More Here
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    Total Wealth View

    Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.

    Learn More Here
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    Morgan Stanley at Work

    There's no better investment your company can make than in the people that power it. That's why Morgan Stanley at Work delivers workplace financial solutions that can help employees build financial well-being—and help you attract and retain top talent.

    Learn More Here
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    Family Office Resources

    When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy.

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    Portfolio Risk Platform

    The Portfolio Risk Platform helps you and your Financial Advisor quantify risk, stress test your portfolio, and evaluate potential portfolio changes.

    Learn More Here
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    LifeView Intelligent Planning

    LifeView is a suite of planning tools that includes goal-specific analysis that we can use with you to create a realistic, holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.

    Learn More Here
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    Amplifying Your Organizational Impact With the Power of Morgan Stanley

    Learn about how Morgan Stanley can work with you to bring the right solutions to your goals.

    Learn More Here
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    Accelerating Your Growth with the Power of Morgan Stanley

    At Morgan Stanley, we've spent over 85 years working with leading organizations, unlocking untapped potential and fostering growth. Our integrated approach aligns with your corporate objectives, leveraging our expertise to deliver strategic, impactful solutions in a dynamic business landscape.

    Learn More Here

Global Sports and Entertainment Resources

Within this tab I have included multiple resources that highlight the vast capabilities of Morgan Stanley's Global Sports and Entertainment department. From learning how to go about financial challenges while living abroad, to understanding the complexities of selling a music catalog, I am here to assist you in a multitude of ways.

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    Travel Cybersecurity: Protect Like a Pro Athlete

    While you might want to emulate an all-star player on the field, it's just as important to handle your cybersecurity like a seasoned professional.

    Learn More Here
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    Selling Your Music Catalog: 5 Questions to Ask

    Recording artists are tapping their catalogs for cash as the market for investible music rights grows. What should musicians know about the benefits and drawbacks?

    Learn More Here
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    Global Sports and Entertainment

    There's no limit to your potential—during your career and beyond. Morgan Stanley Global Sports & Entertainment (GSE) pairs advanced experience in your complex industry with the global resources of a top-tier firm to help you achieve financial independence today and a legacy of greatness tomorrow.

    Learn More Here
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    Navigating Financial Challenges and Finding Solutions for Artists and Entertainers

    Successful artists and content creators—including musicians, influencers, writers and other creative professionals—can struggle with a unique set of career obstacles. Read this article to learn about possible solutions.

    Learn More Here

Ultra-High Net Worth Resources

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    Preserving Wealth Through Risk Mitigation

    Hidden risks abound. For affluent families, this can mean unwanted financial exposure. A simple risk assessment can go a long way to help close these gaps.

    Morgan Stanley Can Help You Get Comfortable Managing Risk
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    Tax-Efficient Investing

    Smart tax planning can help you save more for retirement and keep more of what you've already saved. Consider these tax-efficient retirement planning strategies.

    5 Steps that May Reduce Taxes on Your Income and Portfolio
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    Intergenerational Wealth Planning

    Wealthy families are more than investment accounts and trusts. They are comprised of people who feel all the affections, fears and resentments that underpin human relationships—here playing out under the stress of dealing with complex challenges that less wealthy families seldom have to face.

    Income and Estate Planning Toolkit
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    Philanthropic Planning

    There's more to charitable giving than you may realize. A Donor Advised Fund is one method that provides flexibility and can help maximize your impact.

    Learn More About Donor Advised Funds
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    Signature Access

    A broad range of specialty services are available to enrich and enhance the health, safety, comfort, and interests of affluent families, from private aviation, personal security, art advisory, and household staffing, to private health advisory services and advisory services for single family offices.

    Signature Access Lifestyle Advisory
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    Wealth Education

    Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a great first step to short and long-term financial.

    Learn More About Talking to Kids About Money

Location

15260 Ventura Blvd
Ste 1900
Sherman Oaks, CA 91403
US
Direct:
(818) 382-5811(818) 382-5811
15260 Ventura Blvd.
Ste 1900
Sherman Oaks, CA 91403
US

Hear From My Clients

Testimonial(s) are solicited by Morgan Stanley Wealth Management Canada and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.

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Wealth Management
Global Investment Office

Portfolio Insights

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
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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
Rational Investing in an Age of Uncertainty
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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

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
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

Wealth Management for Athletes and Entertainers

Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
  • Investment Management
  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory
You are your Own CEO: Build a Dream Team for Your Career
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You are your Own CEO: Build a Dream Team for Your Career

Assembling a team of trusted professionals to manage your career?and your money?is essential to help best position you to thrive. Here?s how.
Ready to start a conversation? Contact Andrew Kim today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication.  No compensation of any kind was provided in exchange for the client testimonial(s) presented.  Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.

Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)