Max E Burgin

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

• 03/2015 → 08/2018
  Old Navy
  Asheville, NC
• 05/2019 → 08/2019
  Biltmore Forest Country Club
  Asheville, NC
• 05/2021 → 08/2021
  Door Dash
  Asheville, NC
• 06/2022 → 09/2022
  Glatfelter Engineering
  Candler, NC
• 01/2023 → 08/2023
  Biltmore Forest Country Club
  Asheville, NC
• 04/2023 → 08/2023
  Laurel Ob/Gyn
  Asheville, NC
• 06/2021 → 08/2021
  Whits Frozen Custard
  Asheville, NC
• 09/2023 → 12/2024
  Fidelity Investments
  Salt Lake City, UT
• 08/2018 → 05/2019
  University Of Tennessee
  Knoxville, TN
• 08/2020 → 05/2021
  University Of Tennessee
  Knoxville, TN
• 08/2021 → 05/2022
  University Of Tennessee
  Knoxville, TN
• 09/2022 → 12/2022
  Unemployed
  Asheville, NC
• 08/2019 → 05/2020
  University Of Tennessee
  Knoxville, TN
• 05/2020 → 08/2020
  Biltmore Forest Country Club
  Asheville, NC
• 01/2025 → 08/2025
  Wells Fargo Clearing Services, Llc
  Midvale, UT
• 01/2025 → 08/2025
  Wells Fargo Bank, Na
  Midvale, UT
• 09/2025 → Present
  Morgan Stanley
  Park City, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-13
• S63 Uniform Securities Agent State Law Examination
  2024-01-17

Other Names

• Max Burgin
• Max Edward Burgin
• Max Edward Burgin