Anthony Hayek

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

• 08/2015 → 08/2021
  Bank Of America/Merrill
  Los Angeles, CA
• 01/2022 → 04/2022
  Fidelity Investments
  Santa Monica, CA
• 02/2024 → 05/2025
  Centaurus Financial Inc.
  Anaheim, CA
• 05/2023 → 02/2024
  Ucla Health
  Los Angeles, CA
• 05/2025 → 02/2026
  Ameriprise Financial Services, Llc
  Los Angeles, CA
• 02/2024 → 05/2025
  California Wealth Advisors
  Santa Barbara, CA
• 02/2026 → Present
  Morgan Stanley
  Oxnard, CA
• 04/2017 → Present
  Owner
  Long Beach, CA

Previous Registrations

• 2025-06-17 → 2026-02-22
  Ameriprise Financial Services, Llc
  Port Hueneme, CA
  Minneapolis, MN
• 2024-02-05 → 2025-05-12
  Centaurus Financial, Inc.
  Santa Barbara, CA
  Anaheim, CA
• 2022-02-17 → 2022-04-12
  Fidelity Personal And Workplace Advisors
  Santa Monica, CA
• 2013-06-12 → 2021-08-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Malibu, CA
  Santa Monica, CA
  Newport Beach, CA
  Santa Monica, CA
  Santa Monica, CA
  Santa Monica, CA
  Santa Monica, CA
  Los Angeles, CA

Other Businesses

*682293-  Self; Investment related-Yes; Long Beach, California, Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2017; During business hours: 0; After business hours: 1; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2013-06-11