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Brooke Cilley

Morgan Stanley

San Francisco, CA

CRD 7998832

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-10
CA RA APPROVED 2024-12-04
  • TX RA
    APPROVED
    Since 2025-01-10
  • CA RA
    APPROVED
    Since 2024-12-04

Branch Locations

555 California Street Pwm, San Francisco, CA 94104 • 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
OrganizationCityStateFromTo
Morgan Stanley San Francisco CA 11/2024 Present
Five9 San Ramon CA 07/2020 11/2024
Fabfitfun West Hollywood CA 05/2019 07/2019
World Cup Soccer Camps & Clinics San Jose CA 06/2017 08/2017
Temmerman, Cilley, Kohlmann & Norcia, Llp Danville CA 04/2017 08/2017
University Of Michigan Ann Arbor MI 09/2016 05/2020
Unemployed Danville CA 05/2016 09/2016
  • 11/2024 → Present
    Morgan Stanley
    San Francisco, CA
  • 07/2020 → 11/2024
    Five9
    San Ramon, CA
  • 05/2019 → 07/2019
    Fabfitfun
    West Hollywood, CA
  • 06/2017 → 08/2017
    World Cup Soccer Camps & Clinics
    San Jose, CA
  • 04/2017 → 08/2017
    Temmerman, Cilley, Kohlmann & Norcia, Llp
    Danville, CA
  • 09/2016 → 05/2020
    University Of Michigan
    Ann Arbor, MI
  • 05/2016 → 09/2016
    Unemployed
    Danville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-17
  • S66 Uniform Combined State Law Examination
    2024-08-17

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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