E. Grant Marsh

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

• 09/1998 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
• 09/1998 → 06/2022
  #Ia Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
• 06/2011 → 06/2022
  Bank Of America, N.A.
  Vienna, VA
• 06/2022 → Present
  Morgan Stanley Smith Barney Llc
  Rockwall, TX
• 07/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 1998-12-22 → 2022-07-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
  Vienna, VA
  Rockwell, TX

Exams

• S66 Uniform Combined State Law Examination
  1998-11-30

Designations

• Certified Financial Planner

Other Names

• E G Marsh
• E Grant Marsh
• E. Grant Marsh
• E. G Marsh
• E. Grant Marsh
• Grant Marsh
• E Grant Marsh