Sofia Hanane Bousseba

Financial advisor at Morgan Stanley · Beverly Hills, CA

Last updated 2026-10-10

Claim your profile

Sofia Hanane Bousseba is a financial advisor at Morgan Stanley in Beverly Hills, CA, CRD 5651161. Licenses and exams on the registration: Series 66. IAPD registration began 2010-01-11.

Registration

CRD number
5651161
Registration status
Active
IAPD registration
2010-01-11
Industry Experience
16 years
Work Experience
11 years
States registered
CA, TX

Licenses and exams

  • Series 66

Work history

  • 2015-06 to Present · Morgan Stanley · Beverly Hills, CA

Current employment

SEC IAPD record for Sofia Hanane Bousseba

Morgan Stanley

Regulatory AUM
$1,961,887,313,229
Registered advisors
23,185
Offices
2,012
Clients per advisor
116.6 (High)
Average AUM per client
$725.6K (Low)
High-net-worth client ratio
1.6% (Low)

Morgan Stanley: advisors, services and reported ETF investments

About

Sofia Hanane Bousseba is a financial advisor at Morgan Stanley in Beverly Hills, CA. Reported securities licenses include Series 66. The latest record indicates 16 years of industry experience and 11 years of reported work history.

Morgan Stanley's firm-level Form ADV reports 23,185 advisors across 2,012 offices; approximately 116.6 clients per advisor, average assets per client of $725,625, and regulatory AUM of $2T; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pension and profit-sharing plans, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, and Pension Consulting Services.

PortfolioFuture's firm-level 13F analysis covers $478B across 1,974 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Sofia Hanane Bousseba personally.

Reported ETF positions

Morgan Stanley reports 1,974 ETF positions worth $478B on Form 13F; the largest are listed.

Largest ETF positions reported by Morgan Stanley
FundReported value
SPY — SPDR S&P 500 ETF TRUST$24.1B
IVV — iShares Core S&P 500 ETF$18.5B
VOO — Vanguard S&P 500 ETF$17.1B
QQQ — Invesco QQQ Trust, Series 1$15.6B
IWF — iShares Russell 1000 Growth Fund$14.8B

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Morgan Stanley on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Investment Companies
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions
  • Performance-Based Fees
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Other Financial Product Salesperson
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

9665 Wilshire Boulevard, Beverly Hills, CA 90212

180 advisors at this office.

Morgan Stanley office in Beverly Hills, CA

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Sofia Hanane Bousseba?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.