Brian Edwards, financial advisor La Mesa CA
93 score

Brian Edwards

CRD Number: 3065540
Current Firm: Morgan Stanley

Brian Edwards (CRD# 3065540) is an Investment Advisor Representative working at Morgan Stanley in La Mesa, CA and has over 19 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 Oct 2017 - Current < 1
Morgan Stanley La Mesa, CA Oct 2017 - Current < 1
Axa Advisors, LLC New York, NY Aug 2015 - Oct 2017 2
Unemployed Chula Vista, CA Jun 2015 - Aug 2015 < 1
Wells Fargo Advisors LLC San Diego, CA Jun 2011 - Jun 2015 4
Wells Fargo Bank, N.a. San Diego, CA Apr 2011 - Jun 2015 4
Mission Federal Credit Union San Diego, CA Feb 2009 - Apr 2011 2
Cuso Financial Services, LP San Diego, CA Feb 2009 - Apr 2011 2
Bank Of America Insurance Services, Inc. Bonita, CA Apr 2007 - Feb 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Brian T. Edwards
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    598,503
    MILLIONS
  • Total Number of Accounts
    1,610,240
    ACCOUNTS
  • Average Account Value
    $371,685
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 investment companies (as well as "business development companies")
  • 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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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