BB
BB

Brian Bernhardt

28 Years of Experience
Tampa, FL
Broker

Brian Bernhardt is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 28 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
Loading...

Location

4890 West Kennedy Boulevard Suite 700, Tampa, FL, 33609

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Brian owns a business in Aspen, CO, which is not investment-related. He devotes minimal time to this activity.

Employment History
Current Registrations
Morgan Stanley
May 2024 - Present · 2 yrs
Morgan StanleyBroker
May 2024 - Present · 2 yrs
Previous Registrations
Ameriprise Financial Services, LLC
March 2019 - May 2024 · 5 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2019 - May 2024 · 5 yrs 2 mos
UBS Financial Services INC.
August 2014 - March 2019 · 4 yrs 7 mos
UBS Financial Services INC.Broker
August 2014 - March 2019 · 4 yrs 7 mos
Morgan Stanley
June 2009 - September 2014 · 5 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2014 · 5 yrs 3 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2005 - April 2007 · 2 yrs 3 mos
Morgan Stanley Dw INC.Broker
August 2004 - April 2007 · 2 yrs 8 mos
H&r Block Financial Advisors, INC.Broker
June 2000 - August 2004 · 4 yrs 2 mos
J. B. Hanauer & CO.Broker
September 1997 - July 2000 · 2 yrs 10 mos
Olde Discount CorporationBroker
August 1997 - August 1997 · 0 mos
State Registrations28 states
ALARAZCACOCTDCFLGAIDILKSKYMAMDMIMOMTNCNJNMNVNYOHTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.