Nathan Niles Stumberg

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

• 07/2020 → 10/2025
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2019 → 05/2020
  Ruffalo Noel Loevitz
  Tucson, AZ
• 05/2019 → 08/2019
  Echo Global Logistics
  Scottsdale, AZ
• 08/2016 → 05/2020
  University Of Arizona
  Tucson, AZ
• 05/2018 → 08/2018
  Levrose Commercial Real Estate
  Scottsdale, AZ
• 05/2017 → 08/2017
  Cmc Design
  Scottsdale, AZ
• 08/2018 → 05/2019
  Sigma Kappa Sorority
  Tucson, AZ
• 10/2025 → Present
  Morgan Stanley
  Scottsdale, AZ

Previous Registrations

• 2022-06-14 → 2025-10-29
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-06-13
• S63 Uniform Securities Agent State Law Examination
  2020-09-04

Other Names

• Nathan Stumberg
• Nate Stumberg