Payton Labadie

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

• 02/2024 → 11/2025
  Wells Fargo Clearing Services, Llc
  Beverly Hills, CA
• 10/2021 → 12/2023
  Cameron Mitchell Restaurants, Ocean Prime
  Beverly Hills, CA
• 07/2022 → 05/2024
  Laurel Hardware
  West Hollywood, CA
• 12/2020 → 12/2021
  Jml Mortgage
  Denver, CO
• 07/2019 → 04/2020
  Jojo Nyc, Jean Georges Restaurants
  New York, NY
• 06/2019 → 07/2019
  Casa Bocado, Line Group Hospitality Group
  New York, NY
• 04/2018 → 09/2018
  Union Square Hospitality Group
  New York, NY
• 09/2018 → 05/2019
  Barnes & Noble
  New York, NY
• 02/2017 → 05/2018
  Starbucks
  New York, NY
• 06/2021 → 10/2021
  Senor Bear
  Denver, CO
• 08/2016 → 02/2017
  Stern School Of Business, New York University
  New York, NY
• 07/2015 → 12/2016
  Cb & Potts
  Fort Collins, CO
• 05/2020 → 12/2020
  Unemployment, Covid
  New York, NY
• 11/2025 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2025-01-07 → 2025-11-12
  Wells Fargo Clearing Services, Llc
  Beverly Hills, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-01-06