Craig Glackin

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

• 05/2014 → 05/2018
  Fidelity Brokerage Services Llc
  Smithfield, RI
• 05/2014 → 12/2025
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 05/2014 → 12/2025
  Fidelity Investments
  Boston, MA
• 06/2026 → Present
  Morgan Stanley
  San Francisco, CA
• 01/2026 → 06/2026
  Unemployed
  El Dorado Hills, CA

Previous Registrations

• 2025-03-31 → 2026-01-14
  Strategic Advisers Llc
  Sacramento, CA
  El Dorado Hills, CA
  Boston, MA
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  El Dorado Hills, CA
  Sacramento, CA
• 2014-11-18 → 2018-07-13
  Strategic Advisers Llc
  Smithfield, RI
  Sacramento, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-16
• S63 Uniform Securities Agent State Law Examination
  1999-01-05

Other Names

• Craig Steven Glackin