Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
20yrs
Simi Struve
Financial advisor at Morgan Stanley
Simi Struve is a fiduciary financial advisor in Newport Beach, California, with 20 years in the industry. After 11 years at Wells Fargo Advisors and four years at Wells Fargo Investments, Simi joined Morgan Stanley in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors nationwide
Office800 Newport Center Drive Suite 500, Newport Beach, CA 92660
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 66Uniform Combined State Law Examination
Career
- 2021 – nowMorgan StanleyCurrent firm
- 2011 – 2021Wells Fargo Clearing Services, LLCPreviously
- 2006 – 2011Wells Fargo Investments, LLCPreviously
Contact Simi
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Simi. 800 Newport Center Drive Suite 500Newport Beach, CA 92660Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Simi
Tailored to Simi’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
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About Simi
How do I contact Simi?
Call Morgan Stanley at (914) 225-5510 and ask for Simi Struve. Simi works from the Newport Beach, CA office.
How long has Simi been a financial advisor?
Simi has been in the industry since 2006, about 20 years. More experience than 61% of advisors nationwide.
What licenses does Simi hold?
Series 66. Tap any license on this page to see what it allows.
Is Simi a fiduciary?
Simi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Simi 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 Simi 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.
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