Brian Robert Exelbert

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Coral Gables, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2001-09-19 → 2009-06-01
  Citigroup Global Markets Inc.
  Coral Gables, FL
  Coral Gables, FL

Other Businesses

2. Eye & Eye LLC; Investment related; consumer products; co-owner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2018; During business hours: 0; After business hours: 2; this is still in the concept phase 3. JELY; NOT-INVESTMENT RELATED; GROVE/FL; SOFTWARE DEVELOPMENT; TITLE: BOARD MEMBER; START DATE: 12/2017; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 1. 4. *379442- Make-A-Wish Southern Florida; Investment related No; Fort Lauderdale, Florida; Children/Youth, Humanitarian, Medical; Board Member, Investment Committee, Fundraising (proprietor, partner, officer, director, employee, trustee, agent); 09/2019; During business hours: 1; After business hours: 1; , reviews the asset allocation *477029- Plan BE Holdings LLC; Investment related Yes; Miami, Florida; LLC Holding Company; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2022 During business hours: 0; After business hours: 1; Investment Decisions/Advice *655958 - WZA Sports LLC; Investment Related - No; South Miami, Florida; Fitness; Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2025; During Business Hours: 0; After Business Hours: 10; Accounting/Bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2001-12-21