Eugene Joseph Goodreault

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Walnut Creek, CA
• 11/2016 → 10/2021
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
• 10/2021 → Present
  Morgan Stanley Smith Barney Llc
  Walnut Creek, CA
• 10/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2011-01-03 → 2021-10-12
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
• 2007-01-09 → 2011-01-03
  Wells Fargo Investments, Llc
  Fremont, CA
  Walnut Creek, CA
• 2002-03-14 → 2007-01-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2002-03-22
• S63 Uniform Securities Agent State Law Examination
  1998-09-28

Other Names

• Joe Goodreault
• E. Joseph Goodreault
• E Joseph Goodreault
• E. Joseph Goodreault