Gregory Paul Olson

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Wayzata, MN
• 02/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2009-01-30 → 2009-06-01
  Morgan Stanley & Co. Llc
  Minneapolis, MN

Other Businesses

6224 Equities, LLC; Investment Related; St. Louis Park, MN; Real Estate; Partner; September 2015; 1 Hour; 0 Trading Hours. *556211- 4907 Equities LLC; Investment related-Yes; Minnetonka, Minnesota; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 1; Administrative:Property Management

Exams

• S66 Uniform Combined State Law Examination
  2008-08-21

Other Names

• Greg Olson