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Colin G White

Morgan Stanley

San Francisco, CA

CRD 7627373

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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 2023-08-09
CA RA APPROVED 2023-08-03
  • TX RA
    APPROVED
    Since 2023-08-09
  • CA RA
    APPROVED
    Since 2023-08-03

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 10/2022 Present
The Living Room La Jolla CA 01/2016 06/2017
Student Chico CA 07/2017 01/2018
Sierra Nevada Brewing Co. Chico CA 02/2018 01/2020
Unemployed Corte Madera CA 02/2020 12/2020
Student San Rafeal CA 01/2021 08/2022
  • 10/2022 → Present
    Morgan Stanley
    San Francisco, CA
  • 01/2016 → 06/2017
    The Living Room
    La Jolla, CA
  • 07/2017 → 01/2018
    Student
    Chico, CA
  • 02/2018 → 01/2020
    Sierra Nevada Brewing Co.
    Chico, CA
  • 02/2020 → 12/2020
    Unemployed
    Corte Madera, CA
  • 01/2021 → 08/2022
    Student
    San Rafeal, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-03
  • S66 Uniform Combined State Law Examination
    2023-08-03

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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