LPL Financial
47yrs
Top advisor by experience in San Diego
17yrs
Andrea Wright
Financial advisor at Morgan Stanley
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 53% of advisors nationwide
Office101 West Broadway Suite 1800, San Diego, CA 92101
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
States licensed ?2 states
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.
Uniform Combined State Law Examination
Career
- 2010 – nowMorgan StanleyCurrent firm
Questions to ask Andrea
Tailored to Andrea’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Andrea
How do I contact Andrea?
Call Morgan Stanley at 914-225-5510 and ask for Andrea Wright. Andrea works from the San Diego, CA office.
How long has Andrea been a financial advisor?
Andrea has been in the industry since 2010, about 17 years. More experience than 53% of advisors nationwide.
What licenses does Andrea hold?
Series 66. Tap any license on this page to see what it allows.
Is Andrea a fiduciary?
Andrea is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrea 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 Andrea for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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