Andrew J Wagnaar

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

• 08/2009 → 01/2018
  Scottrade Inc.
  St. Louis, MO
• 04/2021 → 09/2022
  Charles Schwab & Co., Inc.
  St. Louis, MO
• 04/2022 → 09/2022
  Charles Schwab Bank, Ssb
  St. Louis, MO
• 04/2022 → 09/2022
  Charles Schwab Premiere Bank
  St. Louis, MO
• 04/2022 → 09/2022
  Charles Schwab Trust Bank
  St. Louis, MO
• 09/2022 → Present
  Morgan Stanley
  Maryland, MD
• 01/2018 → 04/2021
  Td Ameritrade Inc.
  St. Louis, MO

Previous Registrations

• 2021-04-27 → 2022-09-20
  Charles Schwab & Co., Inc.
  Chicago, IL
  St. Louis, MO
• 2018-01-06 → 2022-09-15
  Td Ameritrade, Inc.
  St Louis, MO
  Omaha, NE
• 2018-01-06 → 2022-09-15
  Td Ameritrade Investment Management, Llc
  St Louis, MO
• 2015-04-30 → 2018-04-07
  Scottrade Investment Management
  Saint Louis, MO
• 2004-02-04 → 2009-08-24
  Cetera Investment Services Llc
  Labadie, MO
  Sullivan, MO
  Sullivan, MO
  Cuba, MO
  Union, MO
• 1999-02-11 → 2002-07-03
  Edward Jones
  St Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-30
• S63 Uniform Securities Agent State Law Examination
  1998-10-14

Other Names

• Andy Wagnaar
• Andrew Joseph Wagnaar