Evan Gremillion, financial advisor Portland OR
100 score

Evan Gremillion

CRD Number: 5542395
Current Firm: Morgan Stanley
Evan Gremillion (CRD# 5542395) is an Investment Advisor Representative working at Morgan Stanley in Portland, OR and has over 6 years of experience in the finance industry.
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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Portland, OR Sep 2009 - Current 7
Wells Fargo Westlinn, OR Jun 2009 - Sep 2009 < 1
Oregon State University Corvallis, OR Sep 2005 - Jun 2009 3
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Dec 2009
S66 NASAA Uniform Combined State Law Examination Jan 2010
S31 Futures Managed Funds Examination Dec 2010
Contact Info for Evan C. Gremillion
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Firm Disclaimer:

© 2015 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

The investments listed may not be suitable for all investors.
Morgan Stanley Smith Barney LLC recommends that investors
independently evaluate particular investments, and encourages
investors to seek the advice of a financial advisor. The
appropriateness of a particular investment will depend upon an
investor's individual circumstances and objectives.

For more information on the ranking methodology for the award(s) listed above, go to http://www.morganstanleyfa.com/gullagremillion/ 
Neither Morgan Stanley nor any of its Financial Advisors paid a fee in exchange for the rating(s).

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.  Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.  

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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BADGES
100
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Clean Record
This advisor has a clean track record with regulators.

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