Brandon Sumner

CRD 7185841

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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:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-01-04
NY	RA	APPROVED	2021-04-27
CT	RA	APPROVED	2020-02-04

TX RA
APPROVED

Since 2022-01-04
NY RA
APPROVED

Since 2021-04-27
CT RA
APPROVED

Since 2020-02-04

Branch Locations

55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Loscher Basketball Academy	Stony Point	NY	08/2016	08/2018
Gate Hill Day Camp	Stony Point	NY	06/2015	08/2018
Posa Posa Pizzeria	Nanuet	NY	09/2014	09/2019
Morgan Stanley Smith Barney Llc	New York	NY	10/2019	Present
Morgan Stanley Private Bank, N.A	New York	NY	02/2025	Present

08/2016 → 08/2018

Loscher Basketball Academy

Stony Point, NY
06/2015 → 08/2018

Gate Hill Day Camp

Stony Point, NY
09/2014 → 09/2019

Posa Posa Pizzeria

Nanuet, NY
10/2019 → Present

Morgan Stanley Smith Barney Llc

New York, NY
02/2025 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-02-04

S66 Uniform Combined State Law Examination

2020-02-04

View on SEC IAPD

More in New York, NY

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