Ethan E Bertenshaw

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

• 09/2024 → Present
  Morgan Stanley
  Gilbert, AZ
• 05/2022 → 07/2022
  National Bank Of Arizona
  Scottsdale, AZ
• 05/2021 → 06/2021
  Merrill Lynch
  Phoenix, AZ
• 05/2019 → 07/2019
  Docuprint Solutions
  Phoenix, AZ
• 05/2018 → 07/2018
  Can Monkey
  Phoenix, AZ
• 09/2019 → 05/2023
  University Of Arizona
  Tucson, AZ
• 08/2023 → Present
  University Of Arizona
  Phoenix, AZ
• 08/2015 → 05/2019
  Brophy College Preparatory
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-01-06

Other Names

• Ethan Evan Bertenshaw