Ian Fischler

Senior Vice President, Wealth Management, Financial Advisor

Contact Me
Ian Fischler

MY MISSION STATEMENT

Ian and his team are dedicated to providing exceptional care with an emphasis on customized, sophisticated solutions for entrepreneurs, fund management executives, and venture capitalists.

My Story and Services

My Story

Ian is dedicated to helping his clients achieve their goals.  A native New Yorker, Ian has created his sophisticated wealth management practice serving high net worth clientele, aligning the full range of Morgan Stanley’s resources with an emphasis on providing exceptional care for his clients’ needs.  Whether a client’s objectives include profiting in volatile markets, growing a business, or mitigating risk factors, he brings a diligent process for his clients to experience satisfying results and true trust in their work with him.

Prior to joining Morgan Stanley in 2013, Ian refined his years of experience and investment mastery at prestigious firms including Goldman Sachs and JPMorgan in Chicago, Los Angeles, London, and New York. Ian graduated from University of Michigan where he received his B.A. in English Literature.  Ian’s passion for the markets began as a child, contributing to his deep understanding of investing and the market’s historical cycles.

Additionally, Ian has served on the board of InsideOUT Writers and now teaches alumni from juvenile prisons.  He also is a regular contributor to The People Concern in Santa Monica and Foster Care Counts in Los Angeles.  He enjoys baseball, comedy, golf, and tennis.

Morgan Stanley Smith Barney LLC.  Member SIPC.

Services Include

  • Professional Portfolio Management
  • Cash Management
  • Exchange Traded Funds
  • Wealth Management
  • Lending Products
  • Structured Products
  • Asset Management
  • Fixed Income
  • Municipal Bonds
  • Commodities
  • Retirement Planning
  • Life Insurance
  • Long Term Care Insurance
  • Alternative Investments

Securities Agent: AZ, CA, CO, CT, FL, GA, IL, MA, MI, NJ, NV, NY, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 821321


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

Location

Location

  • 9665 Wilshire Blvd Ste 600
  • Beverly Hills, CA 90212


    Education

    Education

    • University of Michigan
      BA, English Literature
    • American University of Paris
      Art History, French
    • Series 3 Licensed
    • Series 7 Licensed
    • Series 63 Licensed
    • Series 66 Licensed
    • CA Insurance Licensed: Accident & Health Agent, Life-Only Agent (CA #0J04432)

    Experience

    Experience

    2013 - Present: Morgan Stanley
    Financial Advisor

    2009 - 2013: JP Morgan Chase
    Executive Director

    2006 - 2008: Froley, Revy Investment Co., Inc.
    Managing Director

    2004 - 2006: Persistency Capital
    Senior Trader

    2002 - 2004: Exis Capital
    Managing Director

    1997 - 2002: Goldman Sachs
    Institutional Equity Sales

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact Ian Fischler today.

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