Brenda Jean Ell

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

• 08/2013 → Present
  Morgan Stanley
  Santa Rosa, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*469058- Trust; Investment related Yes; Santa Rosa, California; Trust; Trustee/Co-Trustee; 12/2021; During business hours: 3; After business hours: 0; *691402- Rental Property; Investment related: Yes; Santa Rosa, California; Rental Property; Property Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 1; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2013-10-24

Other Names

• Brenda Jean Ell
• Brenda Jean Vanderzee
• Brenda Jean Van Der Zee