Donial Ehzar Nikooei

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 03/2021
  U.S. Bank
  Lake Forest, CA
• 05/2020 → 03/2021
  U.S. Bancorp Investments, Inc.
  Lake Forest, CA
• 01/2017 → 06/2019
  Pacific Sotheby's International Realty
  Newport Beach, CA
• 09/2016 → 12/2016
  Orange Theory Fitness
  Irvine, CA
• 08/2015 → 06/2019
  Uc Irvine
  Irvine, CA
• 03/2020 → 06/2022
  Uc Irvine - Paul Merage School Of Business
  Irvine, CA
• 04/2021 → 01/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fresno, CA
• 04/2019 → 04/2019
  Otf Irvine
  Irvine, CA
• 02/2024 → Present
  Morgan Stanley
  San Francisco, CA

Previous Registrations

• 2021-04-23 → 2024-01-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Fresno, CA
  San Jose, CA
  San Jose, CA
• 2020-09-30 → 2021-04-09
  U.S. Bancorp Investments, Inc.
  Los Angeles, CA
  Lake Forest, CA
  Boise, ID

Other Businesses

*682280 - Uber; Investment related: No; San Francisco, California; Automotive/Transportation; Employee(proprietor, partner, officer, director, employee, trustee, agent); 3/2026; During business hours: 0; After business hours: 20; Labor/Service *691675 - Donial Nikooei; Investment Related - Yes; San Francisco, California; Real Estate; Real Estate Purchaser/Seller (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2026; During Business Hours: 0; After Business Hours: 20; Accounting/Bookkeeping, Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2020-09-30