Brian D Parze

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

• 12/2025 → Present
  Morgan Stanley
  Irvine, CA
• 03/2024 → 11/2025
  Wells Fargo
  Anaheim, CA
• 06/2023 → 03/2024
  Walgreens
  Placentia, CA
• 06/2022 → 08/2022
  Target
  Garden Grove, CA
• 09/2021 → 06/2022
  California State University Fullerton, Student Wellness Center
  Fullerton, CA
• 07/2020 → 08/2020
  Far West Restaurant Group
  Long Beach, CA
• 01/2019 → 08/2019
  California State University Fullerton, Outreach Recruitment And
  Fullerton, CA
• 01/2020 → 08/2020
  California State University Fullerton Outreach Recruitment
  Fullerton, CA
• 10/2020 → 07/2021
  California State University Fullerton
  Fullerton, CA
• 08/2022 → 06/2023
  Unemployed
  Na, CA
• 08/2019 → 01/2020
  Unemployed
  Na, CA
• 12/2015 → 01/2019
  St Paul High School
  Santa Fe Springs, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-08-14
• S63 Uniform Securities Agent State Law Examination
  2025-07-21