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Isabelle R Stad

Morgan Stanley

San Diego, CA

CRD 8115183

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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 2026-06-18
CA RA APPROVED 2025-12-10
  • TX RA
    APPROVED
    Since 2026-06-18
  • CA RA
    APPROVED
    Since 2025-12-10

Branch Locations

101 West Broadway Suite 1800, San Diego, CA 92101 • 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 San Diego CA 06/2025 Present
Uc San Diego La Jolla CA 01/2024 06/2025
Gravity Advisors Solana Beach CA 07/2024 09/2024
Esl Education Barcelona 01/2021 08/2021
Uc San Diego San Diego CA 09/2021 06/2025
Barlaeus Gymnasium Amsterdam 09/2014 07/2020
De Kinderfeestwinkel Amsterdam 09/2020 01/2021
De Pizzabakkers Amsterdam 09/2020 07/2021
  • 06/2025 → Present
    Morgan Stanley
    San Diego, CA
  • 01/2024 → 06/2025
    Uc San Diego
    La Jolla, CA
  • 07/2024 → 09/2024
    Gravity Advisors
    Solana Beach, CA
  • 01/2021 → 08/2021
    Esl Education
    Barcelona
  • 09/2021 → 06/2025
    Uc San Diego
    San Diego, CA
  • 09/2014 → 07/2020
    Barlaeus Gymnasium
    Amsterdam
  • 09/2020 → 01/2021
    De Kinderfeestwinkel
    Amsterdam
  • 09/2020 → 07/2021
    De Pizzabakkers
    Amsterdam
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-21
  • S66 Uniform Combined State Law Examination
    2025-10-21

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
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