John Brison Glueckert

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

• 10/1999 → 04/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miamisburg, OH
• 12/2009 → 04/2019
  Bank Of America, N.A.
  Miamisburg, OH
• 04/2019 → Present
  Morgan Stanley
  Centerville, OH

Previous Registrations

• 1999-10-22 → 2019-04-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dayton, OH
  Miamisburg, OH

Other Businesses

1. FINRA; Investment related; Chicago IL; ARBITRATOR (proprietor, partner, officer, director, employee, trustee, agent); Aug 1992; Idustry arb

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-08-17
• S63 Uniform Securities Agent State Law Examination
  1981-06-30