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Austin Tanner

Morgan Stanley

Purchase, NY

CRD 7698884

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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
NY RA APPROVED 2025-06-11
  • NY RA
    APPROVED
    Since 2025-06-11

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • 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
Fidelity Investments American Fork UT 03/2023 04/2023
Summit Foot And Ankle Provo UT 01/2022 03/2023
Intermountain Healthcare Spanish Fork UT 06/2021 02/2022
Utah Valley University Orem UT 01/2021 08/2021
Vasa Fitness Orem UT 05/2020 10/2020
Corporate Properties Denver CO 09/2017 05/2018
Thrivent Financial Appleton WI 02/2023 01/2024
Masterworks Advisers, Llc New York NY 01/2024 02/2024
J.P. Morgan Securities Llc New York NY 04/2024 06/2025
Jpmorgan Chase Bank, N.A. New York NY 04/2024 06/2025
Chrysalis Inc. Provo UT 12/2019 05/2020
Tommy's Boats Denver CO 03/2019 06/2019
Bcp Legacy Llc Orem UT 03/2021 08/2021
Ssi Venture, Llc Denver CO 08/2017 10/2017
Papa John's International, Inc. Denver CO 01/2017 06/2017
Unemployed Denver CO 04/2014 01/2017
Unemployed Denver CO 07/2017 07/2017
Unemployed Denver CO 05/2018 01/2019
Unemployed Riverton UT 07/2019 12/2019
Corporate Properties Denver CO 02/2019 03/2019
Unemployed Riverton UT 11/2020 12/2020
Unemployed New York NY 03/2024 03/2024
Morgan Stanley Purchase NY 06/2025 Present
  • 03/2023 → 04/2023
    Fidelity Investments
    American Fork, UT
  • 01/2022 → 03/2023
    Summit Foot And Ankle
    Provo, UT
  • 06/2021 → 02/2022
    Intermountain Healthcare
    Spanish Fork, UT
  • 01/2021 → 08/2021
    Utah Valley University
    Orem, UT
  • 05/2020 → 10/2020
    Vasa Fitness
    Orem, UT
  • 09/2017 → 05/2018
    Corporate Properties
    Denver, CO
  • 02/2023 → 01/2024
    Thrivent Financial
    Appleton, WI
  • 01/2024 → 02/2024
    Masterworks Advisers, Llc
    New York, NY
  • 04/2024 → 06/2025
    J.P. Morgan Securities Llc
    New York, NY
  • 04/2024 → 06/2025
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 12/2019 → 05/2020
    Chrysalis Inc.
    Provo, UT
  • 03/2019 → 06/2019
    Tommy's Boats
    Denver, CO
  • 03/2021 → 08/2021
    Bcp Legacy Llc
    Orem, UT
  • 08/2017 → 10/2017
    Ssi Venture, Llc
    Denver, CO
  • 01/2017 → 06/2017
    Papa John's International, Inc.
    Denver, CO
  • 04/2014 → 01/2017
    Unemployed
    Denver, CO
  • 07/2017 → 07/2017
    Unemployed
    Denver, CO
  • 05/2018 → 01/2019
    Unemployed
    Denver, CO
  • 07/2019 → 12/2019
    Unemployed
    Riverton, UT
  • 02/2019 → 03/2019
    Corporate Properties
    Denver, CO
  • 11/2020 → 12/2020
    Unemployed
    Riverton, UT
  • 03/2024 → 03/2024
    Unemployed
    New York, NY
  • 06/2025 → Present
    Morgan Stanley
    Purchase, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-28
  • S66 Uniform Combined State Law Examination
    2023-06-28
Other Names
  • Austin Tanner
  • Austin Robb Tanner

View on SEC IAPD

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