Drew F.G. Armstrong

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

• 10/2012 → 08/2023
  J.P. Morgan Securities Llc
  Heber City, UT
• 09/2016 → Present
  Strykaar, Llc
  Holladay, UT
• 08/2023 → Present
  Morgan Stanley Smith Barney Llc
  Holladay, UT
• 09/2023 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2012-10-01 → 2023-08-05
  J.P. Morgan Securities Llc
  Heber City, UT
  Salt Lake, UT
  Park City, UT
  Park City, UT
  Park City, UT
  Heber City, UT
  Heber City, UT
  Park City, UT
  Park City, UT
• 2006-06-20 → 2012-10-01
  Chase Investment Services Corp.
  Salt Lake City, UT
  Park City, UT
  Park City, UT
  Salt Lake City, UT
  Park City, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Heber City, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2006-06-15

Other Names

• Drew Fg Armstrong