Brian Edward Ranck

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

• 06/2012 → 01/2023
  J.P Morgan Securities Llc.
  Atlanta, GA
• 06/2012 → 01/2023
  J.P Morgan Chase Bank
  Atlanta, GA
• 01/2023 → Present
  Morgan Stanley Smith Barney Llc
  Atlanta, GA
• 02/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2003-04-17 → 2004-08-11
  Citigroup Global Markets Inc.
  New York, NY

Other Businesses

*538455 - Mount Pisgah Christian School; Investment related: No; Johns Creek, Georgia; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2017; During business hours: 3; After business hours: 7; hiring Head of School, ensuring a balanced budget, approving tuition, and ensuring school adheres to mission *544170 - Mount Pisgah Christian School; Investment related No; Johns Creek, Georgia; Education; Finance Committee, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2020 ; During business hours: 3; After business hours: 7. 635125 - Peachtree Road United Methodist Church; Investment Related - No; Atlanta, Georgia; Civic/Religious/Community; Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2025; During Business Hours: 1; After Business Hours: 3; Review and approve church budget, review monthly P&L.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-14
• S63 Uniform Securities Agent State Law Examination
  2012-08-02

Designations

• Certified Financial Planner

Other Names

• Brian Edward Ranck
• Brian E Ranck