Brian Joe Winebrenner

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

• 06/2010 → 03/2018
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 03/2018 → 02/2020
  E*Trade Securities Llc
  Sandy, UT
• 03/2018 → 02/2020
  E*Trade Capital Management Llc
  Sandy, UT
• 02/2020 → 06/2020
  E*Trade Securities Llc
  Sandy, UT
• 02/2020 → 06/2020
  E*Trade Capital Management Llc
  Sandy, UT
• 06/2020 → 09/2023
  E*Trade Capital Management Llc
  Sandy, UT
• 06/2020 → 09/2023
  E*Trade Securities Llc
  Sandy, UT
• 03/2023 → Present
  Morgan Stanley
  Salt Lake City, UT
• 07/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2018-03-19 → 2023-09-05
  Harrisdirect Llc
  Sandy, UT
  Arlington, VA
• 2012-05-07 → 2018-03-11
  Strategic Advisers Llc
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2012-05-05
• S63 Uniform Securities Agent State Law Examination
  2010-10-14

Other Names

• Brian Winebrenner