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Miles Joshua Hurd

Morgan Stanley

San Francisco, CA

Menlo Park, CA

CRD 7548936

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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 2022-10-03
CA RA APPROVED 2022-08-29
  • TX RA
    APPROVED
    Since 2022-10-03
  • CA RA
    APPROVED
    Since 2022-08-29

Branch Locations

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

2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • 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 Smith Barney Llc Menlo Park CA 05/2022 Present
Keybank Seattle WA 07/2021 02/2022
Keybank Eugene OR 06/2020 08/2020
Barney's Gourmet Hamburgers Oakland CA 06/2019 08/2019
Unemployed Oakland CA 02/2022 05/2022
University Of Oregon Eugene OR 09/2017 06/2021
Student El Dorado Hills CA 08/2003 05/2017
Unemployed Oakland CA 05/2017 09/2017
  • 05/2022 → Present
    Morgan Stanley Smith Barney Llc
    Menlo Park, CA
  • 07/2021 → 02/2022
    Keybank
    Seattle, WA
  • 06/2020 → 08/2020
    Keybank
    Eugene, OR
  • 06/2019 → 08/2019
    Barney's Gourmet Hamburgers
    Oakland, CA
  • 02/2022 → 05/2022
    Unemployed
    Oakland, CA
  • 09/2017 → 06/2021
    University Of Oregon
    Eugene, OR
  • 08/2003 → 05/2017
    Student
    El Dorado Hills, CA
  • 05/2017 → 09/2017
    Unemployed
    Oakland, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-26
  • S66 Uniform Combined State Law Examination
    2022-08-26
Other Names
  • Miles J Hurd

View on SEC IAPD

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