Alan B Whitman - Morgan Stanley Financial Advisor - Pasadena, CA
Morgan Stanley
Alan B Whitman
Managing Director, Wealth Management
Financial Advisor
55 South Lake Ave, Ste 700
Pasadena, CA 91101
tel: (626) 405-9313
toll-free: (866) 320-9222 
fax: (626) 793-2282
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The Whitman Group at Morgan Stanley* helps affluent families grow and preserve their wealth over their lifetimes and beyond. We are hands-on investment professionals that have been providing our clients with the highest levels of service and practical experience in the management of their wealth for over four decades.

Our clients are highly successful people who demand a lot from themselves and from their advisors. We go that extra mile to exceed their expectations. With an experienced perspective and highly attentive team, we create customized investment portfolios based on an in-depth understanding of their financial needs and personal aspirations. When you work with The Whitman Group, you work directly with the people who are making sound investment decisions on your behalf.

  • Member of the Council of Philatelists of the Smithsonian National Postal Museum
  • Past Chairman/Current Board Member of Methodist Hospital Foundation of Southern California
Education and Licensing
  • Life Insurance Licensed
Honors and Recognition
  • Morgan Stanley Chairman's Club
  • Barron's Magazine, The Top 100 Financial Advisors in the United States
  • Registered Rep Magazine, The Top 100 Advisors in the United States

Bulletin Board
  • Morgan Stanley is pleased to announce the Alan B. Whitman Managing Director, Pasadena office, has again been named to Barron’s annual list of America’s Top 100 Financial Advisors. The announcement appeared in April 2016 issue of Barron’s Magazine. For details, including methodology and criteria, please see In The Press.

  • Morgan Stanley announced today that Alan Whitman, a Managing Director in the Firm's Pasadena Wealth Management office, has been named to Barron's list of America's Top 1,200 Advisors: 2016 State-by-State. The "Barron's Top 1,200 Advisors" is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the Firm and quality of service provided to clients. In The Press.

  • Morgan Stanley Wealth Management announced today that Alan B. Whitman, a Managing Director, in the Firm’s Pasadena Wealth Management office, has been named to The Financial Times’ 2014 list of America’s Top 400 Financial Advisors. The “Financial Times’ Top 400 Financial Advisors” is a select group of individuals who have a minimum of $250 million in assets under management (AUM) and ten years of industry experience. Qualified Financial Advisors were scored on six attributes: AUM, AUM growth rate, compliance records, experience, industry certifications and online accessibility. Financial Advisors also had to commit to complete anonymous quarterly sentiment surveys for the FT.  In The Press.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Alan B Whitman holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1255750

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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