Maxwell B Dunlap

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

• 01/2026 → 04/2026
  Morgan Stanley
  Scottsdale, AZ
• 01/2021 → 03/2021
  Deloitte
  Gilbert, AZ
• 01/2019 → 01/2021
  Arizona State University - Aquatics
  Tempe, AZ
• 08/2014 → 12/2020
  Progressive Landscaping & Gardening Inc.
  Waimanalo, HI
• 01/2002 → 05/2017
  Le Jardin Academy
  Kailua, HI
• 08/2017 → 12/2020
  Arizona State University
  Tempe, AZ
• 03/2022 → 01/2026
  Morgan Stanley
  Gilbert, AZ
• 07/2026 → Present
  Morgan Stanley
  Gilbert, AZ
• 03/2021 → 03/2022
  Morgan Stanley
  Gilbert, AZ

Previous Registrations

• 2021-06-28 → 2026-04-23
  Morgan Stanley
  Scottsdale, AZ
  Gilbert, AZ
  Gilbert, AZ
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-06-26