Brandon Drew Ross

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

• 09/1999 → 02/2017
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  Salt Lake City, UT
• 06/2010 → 02/2017
  Bank Of America, Na
  Salt Lake City, UT
• 02/2017 → Present
  Morgan Stanley
  Salt Lake City, UT
• 04/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1999-10-12 → 2017-03-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

*434419 - Impulse Investments, LLC; Investment related - Yes; Kaysville, Utah; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 0; After business hours: 10; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-09-30
• S63 Uniform Securities Agent State Law Examination
  1996-09-11

Other Names

• Brandon D Ross