Bryan Welbaum is a registered investment advisor at Morgan Stanley, based in Irvine, CA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1901 Main Street, Suite 700, Irvine, CA, 92614
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Regulatory History (2)
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Customer Dispute
August 2011Settled
Customer Dispute
April 1993Award / Judgment
Other Business Activities
Bryan is a sole proprietor/owner of a rental property in Dadeville, Alabama, since June 2024. He spends minimal time on property management, both during and after business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
August 2007 - June 2009 · 1 yr 10 mos
Morgan Stanley & CO. Incorporated
August 2007 - June 2009 · 1 yr 10 mos
Citigroup Global Markets INC.
July 1997 - August 2007 · 10 yrs 1 mo
Citigroup Global Markets INC.Broker
March 1985 - August 2007 · 22 yrs 5 mos
Swink & Company, INC.Broker
December 1984 - March 1985 · 3 mos
J. Milton Newton, IncorporatedBroker
April 1984 - December 1984 · 8 mos
State Registrations28 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.