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Austin R Tobian

Morgan Stanley

San Francisco, CA

CRD 7340418

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-14
CA RA APPROVED 2022-03-30
  • TX RA
    APPROVED
    Since 2022-04-14
  • CA RA
    APPROVED
    Since 2022-03-30

Branch Locations

555 California Street 35Th Floor, San Francisco, CA 94104 • 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
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc San Francisco CA 03/2021 Present
Evans Hotels - The Lodge At Torrey Pines La Jolla CA 06/2019 08/2020
College Fresh San Diego CA 01/2018 05/2019
Salvation Army - Kroc Center San Diego CA 05/2018 09/2018
Mustang Soccer Danville CA 06/2013 06/2018
Unemployed Danville CA 08/2020 03/2021
San Diego State University San Diego CA 08/2015 06/2019
Morgan Stanley Private Bank, N.A New York NY 07/2023 Present
  • 03/2021 → Present
    Morgan Stanley Smith Barney Llc
    San Francisco, CA
  • 06/2019 → 08/2020
    Evans Hotels - The Lodge At Torrey Pines
    La Jolla, CA
  • 01/2018 → 05/2019
    College Fresh
    San Diego, CA
  • 05/2018 → 09/2018
    Salvation Army - Kroc Center
    San Diego, CA
  • 06/2013 → 06/2018
    Mustang Soccer
    Danville, CA
  • 08/2020 → 03/2021
    Unemployed
    Danville, CA
  • 08/2015 → 06/2019
    San Diego State University
    San Diego, CA
  • 07/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-29
  • S66 Uniform Combined State Law Examination
    2022-03-29

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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