Henry W Sutro

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

• 06/2023 → 08/2023
  Charles Schwab
  Chicago, IL
• 09/2024 → 05/2025
  Stifel Financial
  San Francisco, CA
• 09/2020 → 06/2024
  Santa Clara University
  Santa Clara, CA
• 09/2016 → 06/2020
  Sir Francis Drake Highschool
  San Anselmo, CA
• 01/2014 → 09/2016
  Landmark School
  Beverly, MA
• 06/2025 → Present
  Morgan Stanley
  San Francisco, CA

Previous Registrations

• 2025-03-06 → 2025-05-30
  Stifel, Nicolaus & Company, Incorporated
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-03-05

Other Names

• Henry Williams Sutro
• Henry Sutro