Nathaniel A Frecks

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

• 01/2020 → 11/2021
  Ameriprise Financial Services, Llc
  Orlando, FL
• 11/2018 → 10/2019
  Orlando Weekly
  Orlando, FL
• 09/2018 → 11/2018
  Sprout Marketing Group
  Orlando, FL
• 05/2018 → 09/2018
  Unemployed
  Orlando, FL
• 09/2017 → 12/2017
  The Golf Channel
  Orlando, FL
• 05/2017 → 08/2017
  Valuteachers
  Ponte Vedra, FL
• 09/2016 → 05/2017
  Gnc
  Orlando, FL
• 12/2016 → 01/2017
  Tropical Smoothie Cafe
  Jacksonville, FL
• 08/2014 → 05/2018
  University Of Central Florida
  Orlando, FL
• 12/2021 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2021-08-17 → 2021-11-23
  Ameriprise Financial Services, Llc
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-08-16

Other Names

• Nate Frecks
• Nathaniel Frecks