Ashanti Kimani Loggins

Walnut Creek, CA

CRD 3077900

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-02-24
CA	RA	APPROVED	2016-11-04

TX RA
APPROVED_RES

Since 2020-02-24
CA RA
APPROVED

Since 2016-11-04

Branch Locations

1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Walnut Creek	CA	05/2016	Present

05/2016 → Present

Morgan Stanley

Walnut Creek, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-11-04
S63	Uniform Securities Agent State Law Examination	1999-06-28

S65 Uniform Investment Adviser Law Examination

2016-11-04
S63 Uniform Securities Agent State Law Examination

1999-06-28

Other Names

Ashanti K Loggins

View on SEC IAPD

Nearby Firms

BURTON ENRIGHT WELCH

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES

KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA

BURTON ENRIGHT WELCH · WALNUT CREEK, CA

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

More in Walnut Creek, CA

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