Spencer William Broderick

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

• 04/2025 → Present
  Morgan Stanley
  Tampa, FL
• 02/2023 → 02/2025
  Palma Ceia Golf And Country Club
  Tampa, FL
• 05/2024 → Present
  Berkshire Auto Barn
  Great Barrington, MA
• 05/2023 → 08/2023
  Joe Wilkinson Excavating
  Sheffield, MA
• 05/2022 → 08/2022
  Joe Wilkinson Excavating
  Sheffield, MA
• 05/2021 → 08/2021
  Autobahn Service
  Sheffield, MA
• 03/2020 → 12/2020
  Havens Lawn And Patio
  Great Barrington, MA
• 05/2019 → 03/2020
  Kenver Ltd
  South Egremont, MA
• 12/2014 → 04/2019
  Catamount Ski Area And Resort
  Hillsdale, NY
• 01/2021 → 05/2021
  University Of Tampa
  Tampa, FL
• 08/2021 → 05/2022
  University Of Tampa
  Tampa, FL
• 08/2022 → 05/2023
  University Of Tampa
  Tampa, FL
• 08/2023 → 05/2024
  University Of Tampa
  Tampa, FL

Other Businesses

*636302- Berkshire Auto Barn LLC; Investment Related: Yes; Great Barrington, Massachusetts; Automotive/Transportation; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2024; During Business Hours: 0; After Business Hours: 5; Accounting/Bookkeeping, Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2025-06-12

Other Names

• Spencer Broderick