Bradley David Lidgard

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

• 07/2016 → Present
  Morgan Stanley
  New York, NY

Other Businesses

*685741- IB Vending Services USA LLC; Investment related: No; Woodcliff Lake, New Jersey; Other; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 10; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2020-09-18