Adam Marcus, CFA
Senior Vice President, Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(818) 713-4754(818) 713-4754
Tri Path Group at Morgan Stanley
Direct:
(818) 713-4700(818) 713-4700
Our Mission Statement
Our mission is to help families build, preserve, and transfer wealth with clarity through the three essential paths: comprehensive financial planning, tax-aware investment strategy, and intentional legacy design.
Through this "Tri Path", we help align every financial decision with what matters most to our clients.
Through this "Tri Path", we help align every financial decision with what matters most to our clients.
Our Story and Services
Tri Path Group delivers integrated wealth management across three essential paths: a comprehensive financial plan, a tax-aware investment strategy, and an estate & legacy approach designed to protect what you’ve built and carry it forward.
Tri Path Group was founded by a team of three highly experienced and credentialed financial professionals who "grew up" together in the financial services business. Adam, Jennifer, and Natasha have a combined experience of over 50 years and have been working together across two decades. In the core of Tri Path group are the values of humility, continued education, diligence, and meritocracy.
*Adam Marcus, 19 years of relevant experience
*Jennifer Atienza, 13 years of relevant experience
*Natasha Fikhman, 26 years of relevant experience
**As of May 2026.
Tri Path Group was founded by a team of three highly experienced and credentialed financial professionals who "grew up" together in the financial services business. Adam, Jennifer, and Natasha have a combined experience of over 50 years and have been working together across two decades. In the core of Tri Path group are the values of humility, continued education, diligence, and meritocracy.
*Adam Marcus, 19 years of relevant experience
*Jennifer Atienza, 13 years of relevant experience
*Natasha Fikhman, 26 years of relevant experience
**As of May 2026.
Services Include
- Financial PlanningFootnote1
- Professional Portfolio ManagementFootnote2
- Estate Planning StrategiesFootnote3
- Wealth PlanningFootnote4
- Retirement PlanningFootnote5
- Business PlanningFootnote6
- Equity Compensation
- Alternative InvestmentsFootnote7
- Donor Advised Funds
- 401(k) Rollovers
- Planning for Education FundingFootnote8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
21650 Oxnard St
Ste 1800
Woodland Hills, CA 91367
US
Direct:
(818) 713-4700(818) 713-4700
Meet Tri Path Group
Financial Advisor, Financial Planning Specialist, Workplace Advisor - Equity Compensation
Phone:
(818) 713-4741(818) 713-4741
Natasha Fikhman, CFP®
Portfolio Associate
Phone:
(818) 713-4748(818) 713-4748
About Adam Marcus
As a financial advisor and senior portfolio manager, Adam is responsible for the ongoing growth of the practice and the utilization of new investment ideas. Adam uses the team's goal-driven process to consistently review his clients’ financial situations and assist them in eventually achieving a work-optional lifestyle.
Adam brings 19 years of experience in the financial services industry to the team. He began his career in 2004 at Citibank as a business banker, contributing to the company by bringing in checking and savings deposits, in addition to sourcing new loan issuance for local professionals in the Southern California area.
Adam is a CFA charter holder and graduated from the University of California at Berkeley with a B.A. in Economics. He lives in the Los Angeles area with his wife and their three young sons.
Adam brings 19 years of experience in the financial services industry to the team. He began his career in 2004 at Citibank as a business banker, contributing to the company by bringing in checking and savings deposits, in addition to sourcing new loan issuance for local professionals in the Southern California area.
Adam is a CFA charter holder and graduated from the University of California at Berkeley with a B.A. in Economics. He lives in the Los Angeles area with his wife and their three young sons.
Securities Agent: NM, AR, AZ, CA, CO, DC, FL, GA, HI, ID, IL, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NV, NY, OR, PA, SC, TX, UT, VA, WA, WY, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1554852
NMLS#: 1554852
About Jennifer Atienza
Jennifer leads the financial planning and practice management initiatives for the group. She is an integral part of the team’s business operations and spearheads the standard of care.
Jennifer’s extensive financial planning experience allows her to build, monitor, and refine comprehensive goals based plans for clients, providing them with actionable solutions to help them achieve their financial goals.
Jennifer spent 10 successful years in the tech industry before deciding to follow her passion in financial planning. She subsequently enrolled in UCLA’s personal financial planning program to pursue the Certified Financial Planner professional designation. She successfully passed and became a CFP professional in 2016.
Jennifer graduated from Ateneo De Manila University with a B.S. in Communications Technology. She immigrated to the US from the Philippines in 2002 and now lives in the Los Angeles area with her husband and daughter.
Securities Agent: NV, WA, ME, NY, MN, NM, NC, OR, NE, MO, ID, SC, NJ, FL, HI, AR, TX, UT, PA, MA, CA, MD, KS, GA, DC, CO, AZ, MI, WY, VA, IL; General Securities Representative; Investment Advisor Representative
CA Insurance License #: #0I22108 NMLS ID 2583461
Jennifer’s extensive financial planning experience allows her to build, monitor, and refine comprehensive goals based plans for clients, providing them with actionable solutions to help them achieve their financial goals.
Jennifer spent 10 successful years in the tech industry before deciding to follow her passion in financial planning. She subsequently enrolled in UCLA’s personal financial planning program to pursue the Certified Financial Planner professional designation. She successfully passed and became a CFP professional in 2016.
Jennifer graduated from Ateneo De Manila University with a B.S. in Communications Technology. She immigrated to the US from the Philippines in 2002 and now lives in the Los Angeles area with her husband and daughter.
Securities Agent: NV, WA, ME, NY, MN, NM, NC, OR, NE, MO, ID, SC, NJ, FL, HI, AR, TX, UT, PA, MA, CA, MD, KS, GA, DC, CO, AZ, MI, WY, VA, IL; General Securities Representative; Investment Advisor Representative
CA Insurance License #: #0I22108 NMLS ID 2583461
Securities Agent: GA, DC, CO, AZ, SC, NJ, FL, WY, WA, VA, NV, IL, OR, NE, MO, ID, HI, AR, TX, MI, ME, NY, MN, NM, NC, UT, PA, MA, CA, MD, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 2583461
CA Insurance License #: 0I22108
NMLS#: 2583461
CA Insurance License #: 0I22108
About Natasha Fikhman
Natasha has been an integral member of the team, bringing over 25 years of experience in the investment, insurance, and banking business to our clients. As a Portfolio Associate, she is responsible for all daily client and business operations needs. She also closely collaborates with clients’ accountants and estate attorneys to assist with the integration of their overall financial plan. Prior to Morgan Stanley, she worked in the insurance industry and brings that background and knowledge to our clients.
Natasha is fully registered with her Series 66 and Series 7 and in 2022, Natasha received the Certified Financial Planner professional designation, adding that rigorous coursework to her deep industry knowledge base.
Natasha immigrated to the U.S. from Ukraine in 1989. As a first-generation college attendee and graduate, she graduated with a B.A. in English from UCLA is 2003. She is the mother of two teenagers and enjoys traveling, cooking, and spending time with her family.
Natasha is fully registered with her Series 66 and Series 7 and in 2022, Natasha received the Certified Financial Planner professional designation, adding that rigorous coursework to her deep industry knowledge base.
Natasha immigrated to the U.S. from Ukraine in 1989. As a first-generation college attendee and graduate, she graduated with a B.A. in English from UCLA is 2003. She is the mother of two teenagers and enjoys traveling, cooking, and spending time with her family.
CA Insurance License #: 0E49361
Contact Adam Marcus
Contact Jennifer Atienza
Wealth Management
Global Investment Office
Portfolio Insights
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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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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
Iran Conflict: Seven Takeaways for Investors
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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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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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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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Tri Path Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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 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.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
5When 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.
6Morgan 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.
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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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 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.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
5When 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.
6Morgan 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.
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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)