Phone:
(310) 551-9491(310) 551-9491
The Shandling Group at Morgan Stanley
Direct:
(310) 285-2600(310) 285-2600
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
Welcome to the Shandling Group at Morgan Stanley!
The Shandling Group is a family team of financial advisors with almost 60 years of combined experience. Previously a licensed CPA (currently non-practicing), Martin began his financial advisory career in 1984, while his sons Ari and Danny joined him in 2010 and 2014 respectively. In August 2022 the Shandling Group was recruited by Morgan Stanley in Beverly Hills and has been able to even further enhance their service to their valued clients. The Shandling Group brings experience, integrity and knowledge to their clients in the Southern California area (as well as in New York, Florida and elsewhere across the country.) Martin, Ari, and Danny care deeply for their clients and are willing to go the extra step to assist them in achieving their financial goals.
The Shandling's pride themselves on their ability to provide customized attention to their client’s needs, understand their life goals and aspirations, and design solutions to their financial challenges, both simple and complex. As Los Angeles residents, they are deeply connected to their local community, with current involvement in several very worthwhile charities, in a variety of very competitive softball and basketball leagues and within the USC alumni network.
The Shandling Group is a family team of financial advisors with almost 60 years of combined experience. Previously a licensed CPA (currently non-practicing), Martin began his financial advisory career in 1984, while his sons Ari and Danny joined him in 2010 and 2014 respectively. In August 2022 the Shandling Group was recruited by Morgan Stanley in Beverly Hills and has been able to even further enhance their service to their valued clients. The Shandling Group brings experience, integrity and knowledge to their clients in the Southern California area (as well as in New York, Florida and elsewhere across the country.) Martin, Ari, and Danny care deeply for their clients and are willing to go the extra step to assist them in achieving their financial goals.
The Shandling's pride themselves on their ability to provide customized attention to their client’s needs, understand their life goals and aspirations, and design solutions to their financial challenges, both simple and complex. As Los Angeles residents, they are deeply connected to their local community, with current involvement in several very worthwhile charities, in a variety of very competitive softball and basketball leagues and within the USC alumni network.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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9665 Wilshire Blvd
Suite 600
Beverly Hills, CA 90212
US
Direct:
(310) 285-2600(310) 285-2600
Meet The Shandling Group
Phone:
(310) 551-9492(310) 551-9492
Martin R. Shandling
Wealth Management Associate
Phone:
(310) 551-9493(310) 551-9493
Ruben O. Rubio
Client Service Associate
Phone:
(310) 551-9494(310) 551-9494
About Me
Ari was born and raised in Los Angeles. He attended YULA High school and graduated from USC with a degree in Business. During this time Ari joined the semi-pro PCBL (Pacific Coast Baseball League) where he played from 2006-2018 against many former college players, minor league players and some former major league players. Upon graduating in 2009 Ari joined his father, Martin, where he became a portfolio manager in 2014 and rapidly grew the managed portion of the business.
Ari is married to Ariela, a speech language pathologist. They have three incredible children—Orly (7), Gabi (4) and Sammy (2).
Ari is married to Ariela, a speech language pathologist. They have three incredible children—Orly (7), Gabi (4) and Sammy (2).
Securities Agent: NC, AZ, PA, MA, HI, CO, NJ, MT, MI, AR, FL, WA, OH, OR, IL, CA, TX, NV, MD, GA, TN, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 558604
CA Insurance License #: 0I45255
NMLS#: 558604
CA Insurance License #: 0I45255
About Me
Danny joined Morgan Stanley in 2022 after eight years at Merrill Lynch. He focuses on new client relationships as well as financial and retirement planning for existing clients. In 2016, Danny obtained his Certified Financial Planner (CFP®) certification. He previously worked as a senior associate at Ernst & Young LLP (EY), where he specialized in conducting audits for both private and publicly-traded companies in the banking and capital markets space. Danny obtained his CPA license during this three years at EY. He graduated Cum Laude from USC’s Leventhal School of Accounting and was also a member of the Sigma Alpha Mu Fraternity while at USC.
Danny was born and raised in Los Angeles. During his free time, he enjoys traveling, playing softball, and playing rec league basketball twice a week
Danny was born and raised in Los Angeles. During his free time, he enjoys traveling, playing softball, and playing rec league basketball twice a week
Securities Agent: MT, GA, OR, NV, NJ, HI, AZ, MA, TX, NY, IL, CA, AR, MD, FL, CO, WA, TN, OH, PA, NC, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1278044
CA Insurance License #: 0K05554
NMLS#: 1278044
CA Insurance License #: 0K05554
About Martin R. Shandling
Martin grew up in Cape Town, South Africa, one of the most scenic cities in the world. After attending college, he qualified as a Chartered Accountant and worked for 5 years for a major auditing firm. At the age of 27, he immigrated to Los Angeles where he worked for (then) Ernst and Ernst while obtaining his CPA license. In 1979 he joined the regional brokerage firm of Morgan, Olmstead, Kennedy and Gardner Inc. as their Controller and later Chief Financial Officer. In 1984 Martin joined Merrill Lynch as a Financial Advisor where he built his book and spent 38 years. His sons Ari and Danny joined him in the practice in 2009 and 2014 respectively.
Martin has been married to his wife Klara for over 38 years, and they live in Beverlywood. His interests include playing tennis, playing popular songs on the piano, and participating in a monthly low-stakes poker game. Martin has been involved with the Jewish Federation Council of Greater Los Angeles, The Guardians for the Jewish Home for the Aging and was President of his Synagogue in Beverly Hills (Beth Jacob) back in 2004/2005. Currently he is very involved with Beit Issie Shapiro in Israel, a world class facility dedicated to helping children with extreme physical and/or mental disabilities. Martin’s greatest joys are watching his sons, the current Shandling Group team leaders, playing competitive softball, basketball and baseball in various leagues, and of course enjoying his beautiful grandchildren, Orly, Gabi and Sammy.
Martin has been married to his wife Klara for over 38 years, and they live in Beverlywood. His interests include playing tennis, playing popular songs on the piano, and participating in a monthly low-stakes poker game. Martin has been involved with the Jewish Federation Council of Greater Los Angeles, The Guardians for the Jewish Home for the Aging and was President of his Synagogue in Beverly Hills (Beth Jacob) back in 2004/2005. Currently he is very involved with Beit Issie Shapiro in Israel, a world class facility dedicated to helping children with extreme physical and/or mental disabilities. Martin’s greatest joys are watching his sons, the current Shandling Group team leaders, playing competitive softball, basketball and baseball in various leagues, and of course enjoying his beautiful grandchildren, Orly, Gabi and Sammy.
About Ruben O. Rubio
Ruben is the primary CSA for the Shandling Group. He has been in the support professional role for over 6 years, previously at Merrill Lynch and with Bank of America for 5 years in the Financial Center. Ruben graduated from California State University Northridge Majoring in Marketing in 2017, where he was VP of Recruitment for his Fraternity Zeta Beta Tau.
Ruben grew up in the South Bay and currently lives in Torrance. He loves hiking, powerlifting, and going out to music festivals. He has a beautiful daughter, Elise, who continues to amaze him with her sarcasm and wit at 5 years old.
Ruben grew up in the South Bay and currently lives in Torrance. He loves hiking, powerlifting, and going out to music festivals. He has a beautiful daughter, Elise, who continues to amaze him with her sarcasm and wit at 5 years old.
Contact Ari A. Shandling
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
5Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
8When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
5Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
8When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
