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Brian Lindsey

29 Years of Experience
Colorado Springs, CO
Broker

Brian Lindsey is a registered investment advisor at Morgan Stanley, based in Colorado Springs, CO, with 29 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

121 South Tejon Street, Suite 700, Colorado Springs, CO, 80903

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian is a trustee for the RMC Family Trust since 2015, dedicating minimal time. He also provides labor/service to US Soccer, spending a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2019 - Present · 7 yrs
Morgan StanleyBroker
May 2019 - Present · 7 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2000 - May 2019 · 19 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1999 - May 2019 · 19 yrs 9 mos
One Orchard Equities, INC.Broker
January 1997 - June 1998 · 1 yr 5 mos
The Great-West Life Assurance CompanyBroker
December 1995 - January 1997 · 1 yr 1 mo
State Registrations40 states
AKALARAZCACOCTFLGAHIILINKSMAMDMIMNMOMTNCNDNENJNMNVNYOKORPARISCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.