Brendan Light

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

• 07/2015 → 11/2016
  Wells Fargo Advisors Llc
  Dallas, TX
• 11/2016 → 02/2022
  Wells Fargo Clearing Services, Llc
  Dallas, TX
• 02/2022 → Present
  Morgan Stanley Smith Barney Llc
  Dallas, TX
• 03/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-07-02 → 2022-03-02
  Wells Fargo Clearing Services, Llc
  Dallas, TX
• 2011-03-04 → 2015-07-13
  Ubs Financial Services Inc.
  Ft. Worth, TX
• 2006-09-15 → 2011-03-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX

Other Businesses

1. *490132 - M & L Light LLC; Investment related Yes; Southlake, Texas; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2017; During business hours: 0; After business hours: 1; Investment Decisions/Advice 2. *490133 - Missy L LLC; Investment related Yes; Southlake, Texas; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2018; During business hours: 0; After business hours: 1; Investment Decisions/Advice 3.*490646- Laochra LLC; Investment related -Yes; Southlake, Texas; real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: .5; Investment Decisions/Advice * 488786 - 3xC LLC; Investment related Yes; Southlake, Texas; Investment/Finance/Banking; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: ; After business hours: 0.5; Investment Decisions/Advice *660805 - ABHHSL, LLC; Investment related: No; Southlake, Texas; Investment/Finance/Banking; Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 1; Investment Decisions/Advice

Exams

• S66 Uniform Combined State Law Examination
  2006-09-14