Mark Kevin Drinnan

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Burnet, TX
• 11/2016 → 09/2021
  Wells Fargo Clearing Services, Llc
  Burnet, TX
• 09/2021 → Present
  Morgan Stanley Smith Barney Llc
  Austin, TX
• 10/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2011-01-03 → 2021-09-29
  Wells Fargo Clearing Services, Llc
  Austin, TX
  Round Rock, TX
  Kingsland, TX
  Round Rock, TX
  Round Rock, TX
  Round Rock, TX
  Burnet, TX
  Round Rock, TX
  Round Rock, TX
  Austin, TX
  Austin, TX
  Round Rock, TX
  Round Rock, TX
• 2003-06-24 → 2011-01-03
  Wells Fargo Investments, Llc
  Austin, TX
  Burnet, TX
  Round Rock, TX
  Round Rock, TX
  Round Rock, TX
  Round Rock, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-06-23
• S63 Uniform Securities Agent State Law Examination
  1999-03-11