Brandon Parker Fetterman

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

• 08/2006 → 05/2017
  Indiana University, Spanish River Community High School
  Boca Raton, FL
• 05/2017 → 12/2020
  United Bank Of Switzerland
  Boca Raton, FL
• 12/2020 → Present
  Morgan Stanley Smith Barney Llc
  Boca Raton, FL
• 12/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-03-27 → 2020-12-15
  Ubs Financial Services Inc.
  Boca Raton, FL
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2019-03-26

Other Names

• Brandon Fetterman