Brandon Loza

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

• 02/2017 → 06/2019
  E*Trade Securities Llc
  Cupertino, CA
• 02/2015 → 01/2017
  San Jose State University - Academic Technology Support
  San Jose, CA
• 05/2017 → 06/2019
  E*Trade Capital Management Llc
  Cupertino, CA
• 07/2019 → 07/2021
  Futu Inc
  Palo Alto, CA
• 07/2021 → 03/2022
  Uber
  San Francisco, CA
• 03/2022 → 03/2024
  Futu Inc
  Palo Alto, CA
• 04/2024 → 04/2025
  Sageview Advisory Group, Llc
  Woodside, CA
• 05/2024 → 05/2025
  Cetera Advisor Networks Llc
  El Segundo, CA
• 07/2025 → Present
  Morgan Stanley
  San Jose, CA

Previous Registrations

• 2024-04-30 → 2025-05-12
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
  Redwood City, CA
• 2017-06-29 → 2019-07-18
  Harrisdirect Llc
  Cupertino, CA
  Arlington, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-28
• S66 Uniform Combined State Law Examination
  2017-06-29

Other Names

• Brandon Garcia Loza