Nicholas Nagle Carlson

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

• 01/2026 → Present
  Morgan Stanley
  San Francisco, CA
• 04/2024 → 11/2025
  Okta
  San Francisco, CA
• 07/2022 → 04/2024
  Zendesk
  San Francisco, CA
• 09/2018 → 06/2022
  University Of Washington
  Seattle, WA
• 06/2021 → 09/2021
  Ebay
  San Jose, CA
• 06/2019 → 09/2019
  Broadmoor Golf Club
  Seattle, WA
• 06/2018 → 09/2018
  Vallejo Investments
  San Francisco, CA
• 06/2017 → 09/2017
  Vallejo Investments
  San Francisco, CA
• 09/2014 → 06/2018
  Cate School
  Carpinteria, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-09-22

Other Names

• Nick Nagle Carlson
• Nicholas N Carlson