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Brennon C Distefano Mercier

Morgan Stanley

Scottsdale, AZ

CRD 7687388

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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 2023-07-27
AZ RA APPROVED 2023-07-18
  • TX RA
    APPROVED
    Since 2023-07-27
  • AZ RA
    APPROVED
    Since 2023-07-18

Branch Locations

14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • 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 Scottsdale AZ 02/2023 Present
Entertainment Partners Burbank CA 07/2022 09/2022
Entertainment Partners Burbank CA 07/2021 09/2021
City Of Goodyear Goodyear AZ 02/2021 04/2021
Grand Canyon University Phoenix AZ 10/2022 01/2023
Grand Canyon University Phoenix AZ 05/2021 06/2021
Grand Canyon University Phoenix AZ 10/2021 06/2022
None Palmdale CA 06/2001 01/2021
  • 02/2023 → Present
    Morgan Stanley
    Scottsdale, AZ
  • 07/2022 → 09/2022
    Entertainment Partners
    Burbank, CA
  • 07/2021 → 09/2021
    Entertainment Partners
    Burbank, CA
  • 02/2021 → 04/2021
    City Of Goodyear
    Goodyear, AZ
  • 10/2022 → 01/2023
    Grand Canyon University
    Phoenix, AZ
  • 05/2021 → 06/2021
    Grand Canyon University
    Phoenix, AZ
  • 10/2021 → 06/2022
    Grand Canyon University
    Phoenix, AZ
  • 06/2001 → 01/2021
    None
    Palmdale, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-30
  • S66 Uniform Combined State Law Examination
    2023-06-30
Other Names
  • Brennon C Distefanomercier
  • Cade Mercier

View on SEC IAPD

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