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Haylie B Garrie

Morgan Stanley

San Francisco, CA

CRD 6369198

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2023-03-22
WI RA APPROVED 2023-03-14
CA RA APPROVED 2022-07-07
TX RA APPROVED 2022-07-07
  • NH RA
    APPROVED
    Since 2023-03-22
  • WI RA
    APPROVED
    Since 2023-03-14
  • CA RA
    APPROVED
    Since 2022-07-07
  • TX RA
    APPROVED
    Since 2022-07-07

Branch Locations

555 California Street Pwm, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley San Francisco CA 10/2017 03/2022
Goldman Sachs Salt Lake City UT 06/2014 09/2017
Morgan Stanley Private Bank, N.A New York NY 06/2021 03/2022
Morgan Stanley San Francisco CA 06/2022 Present
Illumio Sunnyvale CA 03/2022 06/2022
Morgan Stanley Private Bank, N.A New York NY 06/2022 Present
  • 10/2017 → 03/2022
    San Francisco, CA
  • 06/2014 → 09/2017
    Goldman Sachs
    Salt Lake City, UT
  • 06/2021 → 03/2022
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 06/2022 → Present
    San Francisco, CA
  • 03/2022 → 06/2022
    Illumio
    Sunnyvale, CA
  • 06/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

*461033- Elica Health Centers; Investment related-No; Sacramento, California; Medical; Board Member:Finance Committee: Quality Assurance Committee (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 3; Administrative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-30
  • S66 Uniform Combined State Law Examination
    2017-11-30
Other Names
  • Haylie Garrie
  • Haylie Britt Garrie

View on SEC IAPD

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