Brenda Estrada

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

Authority	Category	Status	Date
GA	RA	APPROVED	2026-02-16
TX	RA	APPROVED_RES	2026-02-16

GA RA
APPROVED

Since 2026-02-16
TX RA
APPROVED_RES

Since 2026-02-16

Branch Locations

3280 Peachtree Road North East Suite1600, Atlanta, GA 30305 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Clearing Srvices, Llc	Duluth	GA	11/2022	10/2023
Wells Fargo Bank, Na	Duluth	GA	12/2016	10/2023
Sam's Club	Buford	GA	05/2016	02/2017
Von Maur	Buford	GA	09/2018	07/2019
Ameriprise Financial Services, Llc	Atlanta	GA	12/2023	06/2025
Morgan Stanley	Atlanta	GA	06/2025	Present

11/2022 → 10/2023

Wells Fargo Clearing Srvices, Llc

Duluth, GA
12/2016 → 10/2023

Wells Fargo Bank, Na

Duluth, GA
05/2016 → 02/2017

Sam's Club

Buford, GA
09/2018 → 07/2019

Von Maur

Buford, GA
12/2023 → 06/2025

Ameriprise Financial Services, Llc

Atlanta, GA
06/2025 → Present

Morgan Stanley

Atlanta, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-13
S63	Uniform Securities Agent State Law Examination	2023-03-15

S66 Uniform Combined State Law Examination

2026-02-13
S63 Uniform Securities Agent State Law Examination

2023-03-15

View on SEC IAPD