Julie D Frantz

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

• 11/2010 → 11/2016
  Wells Fargo Advisors Llc
  Baltimore, MD
• 11/2016 → 05/2020
  Wells Fargo Clearing Services, Llc
  Baltimore, MD
• 05/2020 → 10/2023
  Rbc Capital Markets, Llc
  Baltimore, MD
• 11/2023 → Present
  Morgan Stanley
  Hunt Valley, MD

Previous Registrations

• 2020-05-11 → 2023-10-11
  Rbc Capital Markets, Llc
  Baltimore, MD
  Hunt Valley, MD
  Chevy Chase, MD
• 2010-11-22 → 2020-05-26
  Wells Fargo Clearing Services, Llc
  Baltimore, MD
  Hagerstown, MD
  Virginia Beach, VA
• 2008-06-12 → 2010-01-22
  Brown Advisory Securities, Llc
  Baltimore, MD

Exams

• S66 Uniform Combined State Law Examination
  2007-12-15
• S63 Uniform Securities Agent State Law Examination
  2006-07-31

Other Names

• Julie Denise Kilroy
• Julie Denise Frantz