LPL Financial
47yrs
Top advisor by experience in San Diego
14yrs
Patcharapa Chiwarak
Financial advisor at Morgan Stanley
Patcharapa Chiwarak has worked in the financial industry for 14 years and is a fiduciary financial advisor based in San Diego, California. Patcharapa has been with Morgan Stanley since 2018; before that, Patcharapa spent two years at Charles Schwab & CO.. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office4350 LA Jolla Village Drive Suite 1000, San Diego, CA 92122
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 ?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.
Career
- 2018 – nowMorgan StanleyCurrent firm
- 2015 – 2017Charles Schwab & CO., Inc.Previously
Contact Patcharapa
4350 LA Jolla Village Drive Suite 1000San Diego, CA 92122Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Patcharapa
Tailored to Patcharapa’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 Patcharapa
How do I contact Patcharapa?
Call Morgan Stanley at (914) 225-5510 and ask for Patcharapa Chiwarak. Patcharapa works from the San Diego, CA office.
How long has Patcharapa been a financial advisor?
Patcharapa has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Patcharapa hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patcharapa a fiduciary?
Patcharapa is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patcharapa 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 Patcharapa 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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