Brandon M Wabnik

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

• 10/2022 → Present
  Morgan Stanley
  Miami, FL
• 02/2022 → 07/2022
  Unicorn Strategic Partners
  Miami, FL
• 06/2021 → 12/2021
  Robeco
  Miami, FL
• 07/2022 → 10/2022
  Florida International University
  Aventua, FL
• 09/2020 → 06/2021
  University Of Miami
  Brickell, FL
• 05/2013 → 08/2019
  High School/Unemployed
  Aventura, FL
• 08/2019 → 09/2020
  Unemployed/ Attending Highschool
  North Miami Beach, FL
• 08/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-04-17