Garrett Quantz Bland

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
HI	RA	APPROVED	2022-08-23
TX	RA	APPROVED_RES	2020-04-23
CA	RA	APPROVED	2016-09-02

HI RA
APPROVED

Since 2022-08-23
TX RA
APPROVED_RES

Since 2020-04-23
CA RA
APPROVED

Since 2016-09-02

Branch Locations

Kailua-Kona, HI • United States

800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Moprgan Stanley	Newport Beach	CA	09/2016	Present
Morgan Stanley Private Bank, National Association	New York	NY	09/2016	Present

09/2016 → Present

Moprgan Stanley

Newport Beach, CA
09/2016 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

1998-10-14 → 2016-09-08

J.P. Morgan Securities Llc

Los Angeles, CA

Los Angeles, CA

Other Businesses

1. *414836 - Heather Homes LLC; Investment related Yes; Pacific Palisades, CA; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); Nov 2020; During business hours: 0; After business hours: 0. 2. *436619 - Trust; Investment related - Yes; Pacific Palisades, California; Trustee; 03/2013; During business hours: 0; After business hours: 1; *501694 - The Mr & Mrs GQB Foundation; Investment related: No; Newport Beach, California; Support the charities; Founder (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 2; Other *590810 - Rental Property; Investment Related - Yes; Newport Beach, California; Real Estate; Owner of Rental Property (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2024; During Business Hours: 0; After Business Hours: 0; Property Management *636442 - Balboa Sunshine Properties LLC ; Investment related-Yes; Newport Beach, California; Real Estate; Other (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 0; Other.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-09-14
S63	Uniform Securities Agent State Law Examination	1991-01-28

S65 Uniform Investment Adviser Law Examination

1998-09-14
S63 Uniform Securities Agent State Law Examination

1991-01-28

Other Names

Garrett Bland

View on SEC IAPD