Brian Penzel is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Fee Structure
Location
1400 Page Mill Road, Palo Alto, CA, 94304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a board member of Logistics Advances Research Center Inc, a technology company, since 2016, dedicating minimal time. He also serves as a Board of Trustee for Moreland School District and Treasurer for Saratoga Federated Church, spending a few hours per week on each role.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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