Bryce Steven Mcconnell

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 09/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 09/2016 → Present
  Morgan Stanley
  San Rafael, CA
• 10/2016 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2009-10-23 → 2016-09-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  Mill Valley, CA
  Mill Valley, CA
• 2004-12-15 → 2009-10-23
  Banc Of America Investment Services, Inc.
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2004-03-01 → 2004-12-16
  Piper Sandler & Co.
  San Francisco, CA
• 2001-07-25 → 2004-03-05
  Morgan Stanley Dw Inc.
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-06
• S63 Uniform Securities Agent State Law Examination
  2001-05-24

Other Names

• Bryce Steven Mcconnell
• Bryce Steven Mcconnell
• -Bryce Steven Mcconnell