Bruce Steven Stuart

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

• 09/2011 → Present
  Morgan Stanley Smith Barney
  San Francisco, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2003-07-01 → 2011-09-26
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
  San Francisco, CA
• 1999-04-02 → 2003-07-01
  Prudential Equity Group, Llc
  San Francisco, CA

Other Businesses

1. SERIALTELLER.COM; LINCOLN WAY, SAN FRANCISCO, CA 94122; WEBSITE, SERIAL FICTION; NON INVESTMENT RELATED; WRITE AND MANAGE WEBSITE FOR SERIAL FICTION; STARTED IN 2011; 0 DURING 10 HOURS PER WEEK OUTSIDE OFFICE HOURS; *496137- Albany Law school; Investment related No; Albany, New York; Education; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 4;

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-02-17
• S65 Uniform Investment Adviser Law Examination
  1998-02-13