Morgan Stanley
46yrs
Top advisor by experience in Laguna Niguel
36yrs
Constantine Koukos
Financial advisor at Morgan Stanley
Based in Laguna Niguel, California, Constantine Koukos is a financial advisor with 36 years of industry experience. Constantine has been with Morgan Stanley since 2009; before that, Constantine spent 12 years at Citigroup Global Markets. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience36 years (since 1991)
How that compares ?Top 7% by experience in California
Office28202 Cabot Road Suite 500, Laguna Niguel, CA 92677
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- 1997 – 2009Citigroup Global Markets Inc.Previously
Contact Constantine
Local office(949) 365-1775Ask for Constantine. (914) 225-5510Main office · Purchase, NY 28202 Cabot Road Suite 500Laguna Niguel, CA 92677Office · Get directions Firm websitewww.morganstanley.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Constantine
Tailored to Constantine’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Constantine
How do I contact Constantine?
Call Constantine’s local office at (949) 365-1775 or the Morgan Stanley main office at (914) 225-5510, and ask for Constantine Koukos.
How long has Constantine been a financial advisor?
Constantine has been in the industry since 1991, about 36 years. Top 7% by experience in California.
What licenses does Constantine hold?
Series 63. Tap any license on this page to see what it allows.
Is Constantine a fiduciary?
Constantine is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Constantine paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Constantine for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
45yrs
Top 1% by experience in Laguna Niguel
Morgan Stanley
43yrs
Top 1% by experience in California
Aegis Capital
43yrs
Top 1% by experience in California
Fisher Investments
43yrs
Top 1% by experience at Fisher Investments
Trusted Financial Advisors
42yrs
Top 2% by experience in California