Calvin Browning

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

• 12/2018 → Present
  Morgan Stanley
  Chicago, IL
• 06/2017 → 03/2020
  Lemongrass Fusion Bistro
  Columbus, OH
• 08/2018 → 12/2018
  Aptask
  Columbus, OH
• 12/2017 → 09/2018
  Tailored Management
  Columbus, OH
• 09/2014 → 12/2017
  Panera Bread (Covelli Enterprises)
  Columbus, OH
• 01/2022 → 09/2023
  E*Trade Securities, Llc
  Columbus, OH

Other Businesses

*461405- Uber; Investment related Yes; San Fransisco, California; Automotive/Transportation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 0; After business hours: 10; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2021-05-19