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Morgan Stanley Wealth Management

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225 W Santa Clara St Ste 1150, San Jose, CA 95113

(408) 947-2200

Today: 9:00 am - 5:00 pm
Tomorrow: 9:00 am - 5:00 pm
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General Info
Morgan Stanley is a global financial services firm that provides investment banking, securities, investment and wealth management and credit services. It has a professional staff of more than 54,000 employees worldwide and operates over 600 offices in nearly 30 countries. The company provides a wide range of services, such as sales and trading, research, and investment banking and management. In addition, the company offers brokerage services that provide access to professionals who specialize in risk management and international operations. The firm clients include individual investors, companies, institutions and government agencies. Morgan Stanley, established in 1935, is located in San Jose, Calif.

Regular Hours

Extra Phones

Phone: (408) 346-0105

Phone: (408) 878-4992

Phone: (408) 286-6060

Phone: (408) 534-6320

TollFree: (800) 726-3232

Payment method
Central San Jose, Downtown San Jose

Smith Karen

Smith Barney

Morgan Stanley Wealth Mgmt

Morgan Stanley Smith Barney

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


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