Brenden R Gedeon

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

• 01/2023 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 05/2019 → 12/2022
  Pacific Coast Trane Service
  Sunnyvale, CA
• 09/2011 → 08/2018
  California State University, East Bay
  Hayward, CA
• 08/2018 → 05/2019
  Unemployed
  Fremont, CA

Other Businesses

*536865 - Pacific Coast Trane Service; Investment related - No; Sunnyvale, California; Construction/Engineering ; Employee (proprietor, partner, officer, director, employee, trustee, agent); 01/2023 ; During business hours: 0; After business hours: 15; Administrative.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-20