CA Yellow Pages > Cupertino
Cupertino Office
20400 Stevens Creek Boulevard Suite 350
Cupertino, CA (California) 95014-2298
(408) 861-2000 (Primary Phone) +view more



Business Details
14 years
Since 2001
James Herrington (Owner)
(408) 861-2100 (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, Fee-Based Services, Flat Fee Trading, Income Planning, Individual Services, Investment Planning, Long Term Planning, Personal Planning, Research, Short Term Planning, Trust Planning, Asset Protection, Commercial Services, Inheritance Planning, Personal Services, Portfolio Planning, Trust Management, Trust Services
Certifications: Chartered Asset Manager
Credit Rating: Excellent
Sales Volume: 10M - 20M
Employee Size Range: 50-99
Franchise/Chain: Branch
Number of PC's: 10-29
Square Footage: 2500-9999
Fortune 500: No


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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