Bryon Botsford is a registered investment advisor at Morgan Stanley, based in San Jose, CA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
225 West Santa Clara Street, Suite 900, San Jose, CA, 95113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bryon is a board member for Tall Trees Foundation, a non-profit, since February 2021, and a sole proprietor/owner for a lending business since January 2023. Both activities require minimal time and the lending business is investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Barclays Capital INC.
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Ust Securities CORP.Broker
Ust Financial Services CORP.Broker
Wells Fargo Securities INC.Broker
State Registrations29 states
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