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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
TX RA APPROVED 2026-01-28
UT RA APPROVED 2026-01-28
  • TX RA
    APPROVED
    Since 2026-01-28
  • UT RA
    APPROVED
    Since 2026-01-28

Branch Locations

Saratoga Springs, UT • United States

680 West 10000 South, South Jordan, UT 84095 • 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
E*Trade Securities Llc Sandy UT 02/2022 09/2023
Us Health Advisors Orem UT 08/2020 01/2022
Elco Administrative Services Saint Louis MO 11/2018 07/2020
Enterprise Rent-A-Car Company Of Ut Llc Midvale UT 01/2016 11/2018
Morgan Stanley South Jordan UT 01/2023 Present
Morgan Stanley Sandy UT 09/2023 Present
  • 02/2022 → 09/2023
    E*Trade Securities Llc
    Sandy, UT
  • 08/2020 → 01/2022
    Us Health Advisors
    Orem, UT
  • 11/2018 → 07/2020
    Elco Administrative Services
    Saint Louis, MO
  • 01/2016 → 11/2018
    Enterprise Rent-A-Car Company Of Ut Llc
    Midvale, UT
  • 01/2023 → Present
    South Jordan, UT
  • 09/2023 → Present
    Sandy, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-28
S63 Uniform Securities Agent State Law Examination 2022-07-14
  • S65 Uniform Investment Adviser Law Examination
    2026-01-28
  • S63 Uniform Securities Agent State Law Examination
    2022-07-14
Other Names
  • Matt Bryant

View on SEC IAPD

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