Mckinzie Soderstrum

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

• 09/2015 → 09/2017
  Oppenheimerfunds Distributor, Inc.
  Centennial, CO
• 09/2017 → 10/2017
  Unemployed
  Newcastle, WA
• 10/2017 → 05/2019
  D.A. Davidson & Co.
  Seattle, WA
• 06/2019 → Present
  Morgan Stanley
  Greenwood Village, CO

Previous Registrations

• 2018-04-20 → 2019-05-30
  D.A. Davidson & Co.
  Seattle, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-20
• S63 Uniform Securities Agent State Law Examination
  2016-09-28

Other Names

• Mckinzie Soderstrum
• Mckinzie Leigh Soderstrum