Travis R Wilde

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

• 05/2017 → Present
  Morgan Stanley
  South Jordan, UT
• 04/2016 → 05/2017
  Zions Bancorporation
  Salt Lake City, UT

Previous Registrations

• 2012-04-18 → 2016-04-15
  Morgan Stanley
  South Jordan, UT
  Purchase, NY
• 2011-06-13 → 2012-04-10
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
• 2006-03-07 → 2007-04-24
  Wells Fargo Investments, Llc
  Salt Lake City, UT
• 2005-10-21 → 2005-12-31
  Harrisdirect Llc
  Sandy, UT

Other Businesses

Rental Property; Draper Utah, Salt Lake City Utah; Rental; Investment related; Sole Proprietor / Owner / Partner; 08/2010; During business hours: 0; After business hours: 2

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-09
• S66 Uniform Combined State Law Examination
  2005-10-20

Other Names

• Travis Wilde
• Travis Robert Wilde
• Travis R Wilde
• Travis Robert Wilde