CA Yellow Pages > Walnut Creek
1333 North California Boulevard Suite 133
Walnut Creek, CA (California) 94596-4552
(925) 939-5100 (Primary Phone) +view more



Business Details
80 years
Since 1935
Dennis Peterson (Manager)
(925) 933-7715 (Fax)
Products: Bonds, Cds, Commodities, Defined Benefit, Iras, Money Markets, Mutual Funds, Qualified Retirement Plans, Real Estate, Stocks, Tax Free Investments, Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement Account
Services: Asset Management, Brokerage Services, Budgeting, Business Services, Charitable Giving, Commissions, Consultations, Debt Management, Educational Planning, Estate Planning, Family Wealth Planning, Asset Protection, Commercial Services, Inheritance Planning, Personal Services, Portfolio Planning, Trust Management, Trust Services
Certifications: Chartered Asset Manager
Credit Rating: Excellent
Sales Volume: 500K
Employee Size Range: 1-4
Franchise/Chain: Standalone
Number of PC's: 10-29
Square Footage: 10000-39999
Fortune 500: Yes


Additional Categories
Morgan Stanley is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:
  • Financial Planning Consultants & Services
  • Investment Securities
North American Industry Classification System (NAICS) Categories:
  • Investment Banking And Securities Dealing > Private Investment > Investment Securities
  • Portfolio Management > Financial Planning & Services
Standard Industry Classification (SIC) Categories:
  • Security Brokers, Dealers, And Flotation Companies > Security Brokers, Dealers, & Flotation Companies, Nec > Investment Securities
  • Investment Advice > Financial Planning & Services
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