Andrew William Stash

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

• 08/2015 → 11/2016
  Wells Fargo Advisors Llc
  Jacksonville, FL
• 11/2016 → 01/2022
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL
• 01/2022 → Present
  Morgan Stanley Smith Barney Llc
  Amelia Island, FL
• 03/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-12-28 → 2022-01-13
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL
  Yulee, FL
  Yulee, FL
  Fernandina Beach, FL

Other Businesses

*540232 - BNI Stategic Connections; Investment related No; Fernandina Beach, Florida; Professional Networking; President (proprietor, partner, officer, director, employee, trustee, agent); 02/2023 ; During business hours: 2; After business hours: 8; Running and organizing weekly meeting.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-23

Other Names

• Andrew Stash
• Andrew William Stash
• Andrew William Stash