John Granzow

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

• 05/2014 → 05/2024
  Wells Fargo Securities Llc
  Charlotte, NC
• 05/2024 → 08/2025
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 08/2025 → Present
  Morgan Stanley Smith Barney Llc
  Charlotte, NC
• 11/2025 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2024-06-06 → 2025-09-30
  Wells Fargo Clearing Services, Llc
  Charlotte, NC

Other Businesses

(1) 665881 - Valhalla Investment Group, LLC; Investment Related: Yes Charlotte, North Carolina; Rental Property; Sole Proprietor/Owner; 12/2019; During business hours: 0; After business hours: 1; Property Management. (2) 669446 - Uxbridge Woods, LLC; Investment Related; Charlotte, NC; Rental Property; Officer; 18-July-2016; During business hours: 0; After business hours: 0; No active role in entity despite being an officer.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-06
• S63 Uniform Securities Agent State Law Examination
  2015-10-23

Other Names

• John Cooper Granzow
• John Cooper Granzow