DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)26 years in industry

ALEXEY BULANKOV

Advisor at MORGAN STANLEY

San Francisco, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f980b4d3-3f48-a04e-ed7d-c2c6c02d974f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Aug 24, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 24, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66|S63
First exam: Mar 27, 2014
First registration: Aug 24, 2000
Dual registered: yes, broker-dealer
Other names: ALEKSEY BULANKOV
IAPD individual key: 4061360

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Sep 10, 2025	n/a	yes	San Francisco, CA	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Aug 29, 2022	Aug 25, 2025	no	SAN FRANCISCO, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 20, 2021	Aug 23, 2022	no	WALNUT CREEK, CA	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Feb 4, 2014	May 22, 2015	no	SAN JOSE, CA	Previous registration
MCCARTHY ASSET MANAGEMENT, INC.	Independent wealth	Mar 18, 2011	Feb 14, 2014	no	REDWOOD SHORES, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 4, 2005	Nov 24, 2010	no	San Mateo, CA\|SAN MATEO, CA	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Mar 31, 2004	Jul 19, 2004	no	SAN JOSE, CA	Previous registration
CITICORP INVESTMENT SERVICES	n/a	Mar 7, 2003	Mar 23, 2004	no	BELMONT , CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 24, 2000	Jul 8, 2002	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA INVESTMENT ADVISERS LLC	MORGAN STANLEY	Aug 25, 2025	Sep 10, 2025	16	Firm change	Ibd to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CETERA INVESTMENT ADVISERS LLC	Aug 23, 2022	Aug 29, 2022	6	Firm change	Wirehouse to ibd
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 22, 2015	Apr 20, 2021	2,160	Firm change after gap	Other
MCCARTHY ASSET MANAGEMENT, INC.	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Feb 14, 2014	Feb 4, 2014	-10	Firm change	Other
CHARLES SCHWAB & CO., INC.	MCCARTHY ASSET MANAGEMENT, INC.	Nov 24, 2010	Mar 18, 2011	114	Firm change	Other
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	CHARLES SCHWAB & CO., INC.	Jul 19, 2004	Jan 4, 2005	169	Firm change	Other
CITICORP INVESTMENT SERVICES	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Mar 23, 2004	Mar 31, 2004	8	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITICORP INVESTMENT SERVICES	Jul 8, 2002	Mar 7, 2003	242	Firm change	Other

Relationships

Registered with (7)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Sep 10, 2025 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Aug 29, 2022 to Aug 25, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 20, 2021 to Aug 23, 2022factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Feb 4, 2014 to May 22, 2015factForm ADV
→ MCCARTHY ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 18, 2011 to Feb 14, 2014factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 4, 2005 to Nov 24, 2010factForm ADV
→ CITICORP INVESTMENT SERVICESRegistered adviserregistration: previous registration
Mar 7, 2003 to Mar 23, 2004factForm ADV

Dated events

Occurred
Aug 25, 2025
Advisor changed firm
Alexey Bulankov left Cetera Investment Advisers Llc for Morgan Stanley (registered 2025-09-10)
Form ADVobserved 6 days ago
Occurred
Aug 23, 2022
Advisor changed firm
Alexey Bulankov left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Cetera Investment Advisers Llc (registered 2022-08-29)
Form ADVobserved 6 days ago