Brady Morlock, financial advisor Salt Lake City UT
88 score

Brady Morlock

CRD 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 1 year of experience in the finance industry.

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Company Name Location Dates Years
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 1
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
Contact Info for Brady J. Morlock
Phone Number: 914-225-5510
Registered State(s):
  • TX
  • UT
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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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