Ari Y Brozki

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

• 09/2022 → 03/2023
  E*Trade Securities Llc
  Los Angeles, CA
• 04/2022 → 06/2022
  Presidio Group Wealth Management
  Tucson, AZ
• 06/2019 → 08/2019
  Morgan Stanley
  Sherman Oaks, CA
• 05/2021 → 08/2021
  R30 Ventures
  Melrose, CA
• 06/2018 → 08/2018
  Camp Roadrunner
  Calabasas, CA
• 06/2017 → 08/2017
  Camp Roadrunner
  Calabasas, CA
• 08/2012 → 06/2017
  Education
  Calabasas, CA
• 08/2017 → 06/2018
  Education
  Calabasas, CA
• 08/2018 → 05/2019
  Education
  Tucson, AZ
• 08/2019 → 05/2021
  Education
  Tucson, AZ
• 08/2021 → 05/2022
  Education
  Tucson, AZ
• 06/2022 → 09/2022
  Unemployed
  Encino, CA
• 04/2023 → 07/2023
  Unemployed
  Los Angeles, CA
• 08/2023 → 11/2023
  Northwestern Mutual
  Los Angeles, CA
• 11/2023 → 12/2023
  Unemployed
  Los Angeles, CA
• 01/2024 → 02/2025
  R30 Ventures
  Melrose, CA
• 03/2025 → 06/2025
  Unemployed
  Los Angeles, CA
• 07/2025 → 12/2025
  New York Life Insurance Company
  Los Angeles, CA
• 09/2025 → 12/2025
  Nylife Securities Llc
  Los Angeles, CA
• 02/2026 → Present
  Morgan Stanley
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-02-02
• S63 Uniform Securities Agent State Law Examination
  2025-03-05

Other Names

• Ari Y Brozki
• Ari Brozki
• Ari Yosef Brozki