Gary Englund, financial advisor Tampa FL
93 score

Gary Englund

CRD Number: 1030625
Current Firm: Morgan Stanley

Gary Englund (CRD# 1030625) is an Investment Advisor Representative working at Morgan Stanley in Tampa, FL and has over 34 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 Tampa, FL Sep 2013 - Current 3
Raymond James Financial Services Advisors, Inc. Tampa, FL Jan 2009 - Sep 2013 4
Raymond James Financial Services, Inc. Tampa, FL Jan 1999 - Sep 2013 14
Cfp Board Of Standards Denver, CO Jan 2005 - May 2009 4
Principal Mutual Life Ins Co Des Moines, IA Jan 1995 - Dec 2008 13
Kaplan Financial Tampa, FL Jun 2007 - Dec 2007 < 1
Tallahassee Community College Tallahassee, FL Jan 2000 - Nov 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1982
S65 NASAA Investment Advisors Law Examination Sep 1997
Contact Info for Gary A. Englund
Phone Number: 914-225-5510
Registered State(s):
  • FL
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
93
Clean Record
This advisor has a clean track record with regulators.

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