Andrew Jonathan Burwell

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

• 01/2009 → Present
  Citigroup Global Markets, Inc.
  Colorado Springs, CO
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Colorado Springs, CO
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-01-16 → 2009-06-01
  Citigroup Global Markets Inc.
  Colorado Springs, CO
• 1999-08-23 → 2009-01-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Colorado Springs, CO
  Colorado Springs, CO

Other Businesses

*73523 - Diversified Consultants Inc; Investment related: No; Mission, Kansas; Assiciation Management; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2011; During business hours: 0; After business hours: 1; Advice/ consulting 2. *260687- AALT, LLC; Investment related -Yes; Colorado Springs, Colorado; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2016; During business hours: 0; After business hours: 1; Property Management

Exams

• S66 Uniform Combined State Law Examination
  1999-07-12

Other Names

• Andy Burwell
• Andrew J Burwell
• Andy Burwell