Drake Paalani N Wilson

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

• 04/2022 → Present
  Morgan Stanley
  Gilbert, AZ
• 08/2019 → 03/2022
  Bridgecrest
  Mesa, AZ
• 02/2018 → 07/2019
  Safelite
  Chandler, AZ
• 10/2017 → 02/2018
  Sweet Tomatoes
  Mesa, AZ
• 07/2016 → 10/2017
  Angry Crab
  Mesa, AZ
• 11/2023 → Present
  E*Trade Securities Llc
  Gilbert, AZ

Other Businesses

- Nobriga asset management LLC - non investment related - 7915 E obispo ave mesa AZ 85212 - SEO and marketing -Owner - llc formed June 25th 2021 - no hours devoted at this time - no hours devoted at this time - no current duties

Exams

• S66 Uniform Combined State Law Examination
  2022-06-28

Other Names

• Drakepaalani N Wilson