Travis John Brown

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

• 02/2020 → Present
  Morgan Stanley
  Colchester, VT
• 08/2019 → 10/2019
  Creed Ice
  South Burlington, VT
• 10/2019 → 02/2020
  Citizens Bank
  Burlington, VT
• 04/2019 → 08/2019
  Morgan Stanley
  Colchester, VT
• 08/2014 → 05/2019
  Suny Plattsburgh
  Plattsburgh, NY
• 05/2017 → 10/2017
  U-Drive Boat Rentals
  Lake George, NY

Other Businesses

*629706 - eBay; Investment Related - No; San Jose, California; Retail/Online Stores; Owner, Personal eBay(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2025; During Business Hours: 0; After Business Hours: 40; Sales/Marketing

Exams

• S66 Uniform Combined State Law Examination
  2021-04-09

Other Names

• Travis John Brown
• Travis Brown