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Morgan Stanley Financial AdvisorsFinancial advisor in Cupertino, CA

Morgan Stanley Financial Advisors is a financial advisor at 20400 Stevens Creek Blvd Ste 350, Cupertino, CA 95014, ranked #49 of 275 financial advisors in Cupertino and rated 3.8 from 4 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Cupertino, CAUpdated 0 paid placements in any rankingHow we rank

Call (408) 861-2000Website ↗

Key facts

Key facts about Morgan Stanley Financial Advisors
Address20400 Stevens Creek Blvd Ste 350, Cupertino, CA 95014Get directions
Phone(408) 861-2000
Websiteadvisor.morganstanley.com
Google rating3.8 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Investment Advisorsadditional Google category

Service area

Serves Cupertino and 11 towns within 25 miles: Sunnyvale, Saratoga, Santa Clara, Campbell, Mountain View, Los Altos, Los Gatos, San Jose, Communications Hill, Milpitas and Stanford.

Based in Cupertino, CAView on map

Questions about Morgan Stanley Financial Advisors

How is Morgan Stanley Financial Advisors ranked in Cupertino?

Morgan Stanley Financial Advisors is ranked #49 of 275 financial advisors in Cupertino by RFA Score, with 62 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Morgan Stanley Financial Advisors serve?

Serves Cupertino and 11 towns within 25 miles: Sunnyvale, Saratoga, Santa Clara, Campbell, Mountain View, Los Altos, Los Gatos, San Jose, Communications Hill, Milpitas and Stanford. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Morgan Stanley Financial Advisors?

Morgan Stanley Financial Advisors has a rating of 3.8 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Morgan Stanley Financial Advisors?

Call Morgan Stanley Financial Advisors on (408) 861-2000. The business is at 20400 Stevens Creek Blvd Ste 350, Cupertino, CA 95014. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Morgan Stanley Financial Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Morgan Stanley Financial Advisors (this business)—623.8 (4)——
Bay Area Credits#47623.9 (14)YesYes5.4 mi
DiversiFi Capital#48625.0 (7)NoNo6.8 mi
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