James Bryan Newman

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

• 06/2019 → 11/2019
  G.rEsearch, Llc
  Rye, NY
• 07/2018 → 05/2019
  Gamco Investors, Inc.
  Rye, NY
• 08/2016 → 05/2019
  Fordham University
  Bronx, NY
• 01/2020 → Present
  Morgan Stanley
  New York, NY

Other Businesses

*498309 - Doordash; Investment related No; San Francisco, California; Retail/Online Stores; Delivery Person (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 40; Delivery *501526 : Grubhub; Investment related : No; Chicago; Illinois; Food Delivery; Contractor(proprietor, partner, officer, director, employee, trustee, agent);05/2022; During business hours: 0; After business hours: 25; Food Delivery *691597 - Golden Boy Coffee Company LLC; Investment Related - No; Seaford, New York; Coffee Services; Manager (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2026; During Business Hours: 0; After Business Hours: 16; owner operator for coffee cart/shop

Exams

• S66 Uniform Combined State Law Examination
  2019-09-30

Other Names

• James Newman