Next-Gen + Best-in-State · rank 44 · Los Gatos, California · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “"ind_firstname":"NICOLE","ind_middlename":"MARIA","ind_lastname":"ANZOATEGUI"” — sec_finra_regulatory
- “"firm_name":"MORGAN STANLEY","branch_city":"LOS GATOS","branch_state":"CA","branch_zip":"95032"” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “"firm_name":"MORGAN STANLEY","firm_bd_full_sec_number":"8-68191","firm_ia_full_sec_number":"801-70103"” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"ind_bc_scope":"Active","ind_ia_scope":"Active"” — sec_finra_regulatory
- “"firm_name":"MORGAN STANLEY","branch_city":"LOS GATOS","branch_state":"CA"” — sec_finra_regulatory
- Team name — The NMA Group (medium)
- “The NMA Group | Los Gatos, CA | San Francisco, CA | Morgan Stanley Wealth Management” — firm_official
- Team size — gap: not_found_after_search
- CRD — 5749442 (high)
- “"ind_source_id":"5749442","ind_firstname":"NICOLE","ind_middlename":"MARIA","ind_lastname":"ANZOATEGUI"” — sec_finra_regulatory
- “FINRA Broker Check: https://brokercheck.finra.org/individual/summary/5749442” — forbes_shook
- Years experience — 15 (high)
- “"ind_industry_cal_date":"2011-02-15"” — sec_finra_regulatory
- Designations — other:CDFA (medium)
- “Nicole M. Anzoategui, CDFA™ - Morgan Stanley | LinkedIn” — social_or_third_party_db
Book of business
- Team AUM ($M) — 1200 (high)
- “"Asset Date":"6/30/2025","Minimum account size for new business":"$2M","Team Assets (Custodied)":"$1.2B"” — forbes_shook
- Account minimum ($M) — 2 (high)
- “"Minimum account size for new business":"$2M"” — forbes_shook
- Typical client net worth ($M) — 14.25 (high)
- “"Typical Net Worth of Relationships":"$3.5-25M"” — forbes_shook
- Client niche — executives, entrepreneurs and affluent families (medium)
- “The NMA Group at Morgan Stanley works with executives, entrepreneurs, and affluent families tailoring strategies that reflect your core values and highest aspirations.” — firm_official
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-nma-group (high)
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/nmanzoatms/ (medium)
- “Nicole M. Anzoategui, CDFA™ - Morgan Stanley | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search