Andrey Movsesyan
Advisor at Morgan Stanley
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Morgan Stanley
Location
Walnut Creek, CA 94596
Credentials
CFP®, CFA®, Series 66
Industry experience
11 years
About
Andrey Movsesyan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings 20 years of experience in financial services, having started his career at Citibank in 2005 and subsequently working at Wells Fargo Private Bank, Abbot Downing (formerly Wells Fargo Family Wealth), First Republic Bank, Prudential Financial, and BBVA Global Wealth. Throughout his career, he has assisted teams in managing investments for institutional and individual clients with assets ranging from $1 million to $1 billion.
Andrey holds a Bachelor's degree in Economics and an MBA from San Francisco State University. He has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Market Technician (CMT), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise includes education planning, family wealth management strategies, liquidity management, retirement income planning, and tax minimization.
Residing in Danville, California, Andrey enjoys spending time with his wife, Anastasiia, and their two children, Katerina and Viktor. The family often spends time outdoors, particularly at their cabin in Groveland, near Yosemite National Park. He is actively involved in his community and serves as a board member for the Epilepsy Foundation of Northern California.
Client services
Based on Morgan Stanley
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Asset allocation advice
Expertise
Wealth management
Retirement income strategy
Income planning
General retirement planning
Tax-loss harvesting
Occupation focus
Executive
Demographic focus
Parents
Mid-Career Professionals
Location
1333 North California Boulevard, Suite 133
Walnut Creek, CA 94596
Most active in
Andrey M has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Morgan Stanley Smith Barney LlC
2026 - Present (1 year)
Bank Of America, N.a.
2021 - 2026 (5 years)
Merrill
2021 - 2026 (5 years)
BBVA Compass Insurance Agency Inc.
2018 - 2021 (3 years)
BBVA Wealth Solutions, Inc.
2017 - 2021 (4 years)
Bbva Securities Inc.
2017 - 2021 (4 years)
COMPASS Bank
2017 - 2021 (4 years)
Prudential Financial
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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