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Nicolas Cristian Monserrat

Morgan Stanley

Brea, CA

Santa Ana, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-13
CA RA APPROVED 2021-04-20
  • TX RA
    APPROVED
    Since 2021-12-13
  • CA RA
    APPROVED
    Since 2021-04-20

Branch Locations

Ten Pointe Drive Suite 400, Brea, CA 92821 • United States

2677 North Main Street Suite 1000, Santa Ana, CA 92705 • 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 Drive Brea CA 02/2020 Present
Lyon Stahl Investment Real Estate El Segundo CA 07/2019 12/2019
Voit Real Estate Services Anaheim CA 09/2018 06/2019
Associated Students Inc. Fullerton CA 09/2016 11/2017
California State University, Fullerton Fullerton CA 08/2015 12/2019
  • 02/2020 → Present
    Morgan Stanley
    Drive Brea, CA
  • 07/2019 → 12/2019
    Lyon Stahl Investment Real Estate
    El Segundo, CA
  • 09/2018 → 06/2019
    Voit Real Estate Services
    Anaheim, CA
  • 09/2016 → 11/2017
    Associated Students Inc.
    Fullerton, CA
  • 08/2015 → 12/2019
    California State University, Fullerton
    Fullerton, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-20
  • S66 Uniform Combined State Law Examination
    2021-04-20
Other Names
  • Nicolas Monserrat

View on SEC IAPD

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KESTRA PRIVATE WEALTH SERVICES, LLC

Other Investors

RICK RONALD EMMETT
WEST ALAN COHAN
HUAN-BIN ERIC LEE
ANNA LAURA DIAZ
PETER O PAIK
CHRISTOPHER RAYA SCIARRA
KEVIN OWEN SIMON
CHRISTINA MOON

Other Offices

INVESTLINC WEALTH SERVICES · BREA, CA
LPL FINANCIAL LLC · BREA, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BREA, CA
LPL FINANCIAL LLC · Brea, CA
OSAIC WEALTH, INC. · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA
LPL FINANCIAL LLC · BREA, CA

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