Gavin S Resnick

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

• 07/2023 → 07/2024
  Bofa Securities, Inc.
  San Francisco, CA
• 01/2023 → 05/2023
  University Of California
  Berkeley, CA
• 06/2022 → 08/2022
  Bank Of America
  San Francisco, CA
• 06/2017 → 08/2017
  Ralphs
  Mission Viejo, CA
• 09/2013 → 06/2019
  Orange County School Of The Arts
  Santa Ana, CA
• 08/2019 → 05/2023
  University Of California Berkeley
  Berkeley, CA
• 06/2019 → 08/2019
  Unemployed
  Rancho Mission Viejo, CA
• 08/2024 → Present
  Morgan Stanley
  San Francisco, CA
• 08/2025 → Present
  Morgan Stanley & Co Llc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-18
• S63 Uniform Securities Agent State Law Examination
  2023-08-25

Other Names

• Gavin S. Resnick
• Gavin Resnick
• Gavin Samuel Resnick