Lindsey Marshall Wetzel

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

• 07/2014 → Present
  Morgan Stanley & Co. Llc
  San Francisco, CA
• 08/2020 → Present
  Morgan Stanley
  San Francisco, CA
• 12/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*595755 - RENTAL PROPERTY ; Investment related - Yes ; San Francisco ,California ; Real Estate ; Landlord(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2024 ; During business hours : 0 ; After business hours : 1 ; Property Management *684991- San Francisco Bond Club; Investment related: No; Walnut Creek, California; Social Club for Fixed Income Professionals; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 1; Create a social calendar and encourage members to attend. Members pay dues of 200$ annually. I do not have access to the account.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-07
• S63 Uniform Securities Agent State Law Examination
  2004-12-21

Other Names

• Lindsey Calen Marshall
• Lindsey Calen Marshall
• Lindsey Calen Wetzel
• Lindsey M Wetzel