Warren Smith Brickner

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

• 10/2020 → Present
  Morgan Stanley
  New York, NY
• 03/2016 → 09/2016
  New York Mets
  Flushing, NY
• 10/2016 → 06/2017
  O'COnnell Sports Management
  Tamps, FL
• 06/2017 → 02/2018
  Ibm
  Armonk, NY
• 05/2018 → 05/2019
  J.P.MOrgan Chase & Co.
  New York, NY
• 03/2019 → 02/2020
  Trackman Baseball
  Stamford, CT
• 03/2019 → 02/2020
  Baseball Prospectus
  Locust Valley, NY
• 02/2020 → 06/2020
  Atlanta Braves
  North Port, FL
• 07/2020 → 10/2020
  Sherwin Williams
  Glen Cove, NY

Other Businesses

*491993 - Baseball Prospectus; Investment related No; Columbus, Ohio; Sports/Entertainment; Writer (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 12; Writing on baseball prospects which I scout during minor league games

Exams

• S66 Uniform Combined State Law Examination
  2020-12-10

Other Names

• Warren S Brickner