Glen Allen Simmonds

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Elgin, IL
• 11/2016 → 08/2024
  Wells Fargo Clearing Services, Llc
  Elgin, IL
• 08/2024 → Present
  Morgan Stanley Smith Barney Llc
  Osprey, FL
• 08/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2008-01-01 → 2024-08-14
  Wells Fargo Clearing Services, Llc
  Elgin, IL
  Osprey, FL
  Geneva, IL
  Schaumburg, IL
• 2004-07-29 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Elgin, IL
  St. Louis, MO
  Elgin, IL

Other Businesses

POWER OF ATTORNEY FOR FATHER / INVESTMENT RELATED / BRONSON, FL / START AUGUST-2019 / 5 HOURS DEVOTED PER MONTH / 0 DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-28

Designations

• Certified Financial Planner

Other Names

• Glen Allen Simmonds
• Glen Allen Simmonds