Brian Mark Krueger

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

• 04/2007 → Present
  Morgan Stanley & Co., Incorporated
  Thousand Oaks, CA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Woodland Hills, CA

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Thousand Oaks, CA
  Woodland Hills, CA
• 1997-07-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  Thousand Oaks, CA

Other Businesses

*374879-Taycan Farms, LLC; Investment related Yes; Santa Rosa Valley, CA; Board horses; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2019; During business hours: 0; After business hours: 4; Accounting/Bookkeeping, Check Signing/Funds Disbursements. *430328 - HAKR Group LLC; Investment related Yes; Cheyenne, WY; Business Development; Partner (proprietor, partner, officer, director, employee, trustee, agent); April 2021; During business hours: 0; After business hours: 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-26
• S63 Uniform Securities Agent State Law Examination
  1991-09-04