Brody J Gregory

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

• 11/2022 → Present
  Morgan Stanley
  West Conshohocken, PA
• 12/2020 → 05/2022
  West Capital Management, Llc
  Philadelphia, PA
• 06/2019 → 11/2020
  Golf Galaxy
  Berwyn, PA
• 06/2013 → 05/2019
  Unemployed
  Spring City, PA
• 08/2018 → 05/2022
  University Of Delaware
  Newark, DE
• 06/2022 → 08/2022
  Mcadam Financial
  Philadelphia, PA
• 09/2014 → 06/2018
  Owen J Roberts High School
  Pottstown, PA

Exams

• S66 Uniform Combined State Law Examination
  2024-04-01