Brian Matthew Bernhardt

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

• 08/2014 → 03/2019
  Ubs Financial Services Inc.
  Tampa, FL
• 03/2019 → 03/2020
  Ameriprise Financial Services, Inc.
  Tampa, FL
• 03/2020 → 05/2024
  Ameriprise Financial Services, Llc
  Sun City Center, FL
• 05/2024 → Present
  Morgan Stanley Smith Barney Llc
  Tampa, FL
• 05/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-03-04 → 2024-05-28
  Ameriprise Financial Services, Llc
  Tampa, FL
  Sun City Center, FL
• 2014-08-11 → 2019-03-12
  Ubs Financial Services Inc.
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
• 2009-06-01 → 2014-09-10
  Morgan Stanley
  Bradenton, FL
  Tampa, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Bradenton, FL
• 2005-01-24 → 2007-04-02
  Morgan Stanley Dw Inc.
  Bradenton, FL
  Bradenton, FL

Other Businesses

Business Ownership / Aspen, CO / Non-Investment Related / Start 01-March-2018 / 0 hours devoted per month / 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-25
• S63 Uniform Securities Agent State Law Examination
  1997-10-15