Marisa Brazeel

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

• 04/2019 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 08/2018 → 04/2019
  Aerotek-Td Ameritrade
  Hurst, TX
• 05/2018 → 06/2018
  Resource Staffing/Lennar Homes
  Dallas, TX
• 08/2016 → 05/2018
  Oklahoma State University
  Stillwater, OK
• 06/2018 → 08/2018
  Unemployed
  Argyle, TX
• 10/2021 → 01/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Thomas, VI
• 03/2024 → Present
  Morgan Stanley
  Southlake, TX
• 01/2022 → 03/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Southlake, TX

Previous Registrations

• 2022-01-28 → 2024-03-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Southlake, TX
  Charlotte Amalie, VI
• 2020-01-21 → 2021-09-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  New York, NY
  Fort Worth, TX
  Southlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-01-17

Other Names

• Marisa Nicole Brazeel
• Marisa Brazeel