Brady MorlockCRD Number: 6403111
Current Firm: Morgan Stanley
Brady Morlock (CRD# 6403111) is an Investment Advisor Representative working at Morgan Stanley in Salt Lake City, UT and has over 2 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Morgan Stanley Smith Barney LLC||Salt Lake City, UT||Mar 2016 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||2|
|Morgan Stanley Smith Barney LLC||South Jordan, UT||Sep 2014 - Mar 2016||1|
|Dmg||Salt Lake City, UT||Apr 2014 - Sep 2014||< 1|
|New Horizons||Murray, UT||Jan 2014 - Apr 2014||< 1|
|Bank Of England||South Jordan, UT||Oct 2013 - Jan 2014||< 1|
|Ifreedom Direct||Salt Lake City, UT||Jan 2009 - Sep 2013||4|
|Trillion Mortgage||Taylorsville, UT||Aug 2008 - Dec 2008||< 1|
|Nai||Salt Lake City, UT||Apr 2008 - Aug 2008||< 1|
|Homeland Security||Taylorsville, UT||Sep 2007 - Apr 2008||< 1|
|Pmi||Lindon, UT||Jun 2007 - Sep 2007||< 1|
|O'currance||South Jordan, UT||Dec 2006 - May 2007||< 1|
|Discover Card||West Valley City, UT||Aug 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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
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