Trevor Prescott Nelson

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

• 01/1994 → 06/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 11/2009 → 06/2021
  Bank Of America, Na
  Washington, DC
• 06/2021 → Present
  Morgan Stanley Smith Barney Llc
  Washington, DC
• 07/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 1994-06-23 → 2021-06-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
  Washington, DC

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-11
• S63 Uniform Securities Agent State Law Examination
  1994-03-11

Designations

• Certified Financial Planner

Other Names

• Trevor Nelson
• Trevor Prescott Nelson
• Trevor P Nelson