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Advisory Services Network CRD 146051
$10.6B regulatory AUM 49 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-07 |
| CA | RA | APPROVED | 2022-08-26 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
1303 West Valencia Drive, Suite 282, Fullerton, CA 92833 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Brea | CA | 05/2016 | 08/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2016 | 08/2022 |
| Advisory Services Network, Llc | Atlanta | GA | 08/2022 | Present |
Insurance Agent: sale of health insurance, life insurance and fixed income annuities since 08/2023. Time spent approximately 10 hours per month, none during trading hours. Investment related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-08 |
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