Nathan Gary Stanley

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

• 01/2019 → 09/2023
  E*Trade Capital Management Llc
  Cupertino, CA
• 08/2014 → 09/2023
  E*Trade Securities Llc
  Cupertino, CA
• 03/2023 → Present
  Morgan Stanley Smith Barney Llc
  Gilbert, AZ

Previous Registrations

• 2019-03-01 → 2023-09-05
  Harrisdirect Llc
  Seattle, WA
  Arlington, VA
  Kirkland, WA
  Mercer Island, WA

Exams

• S66 Uniform Combined State Law Examination
  2019-03-01
• S63 Uniform Securities Agent State Law Examination
  2014-10-02

Other Names

• Nate Gary Stanley