BG
CFP
BG
CFP

Brent Gray

26 Years of Experience
Seattle, WA
Broker

Brent Gray is a CFP-designated registered investment advisor at Morgan Stanley, based in Seattle, WA, 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
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

601 Union Street, Suite 2900, Seattle, WA, 98101

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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.

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Other Business Activities

Brent works as an employee at Bainbridge Island CrossFit since June 2021. This takes about 10-20% of his time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
April 2016 - Present · 10 yrs 3 mos
Morgan Stanley
April 2016 - Present · 10 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - May 2016 · 3 yrs 7 mos
J.P. Morgan Securities LLC
October 2012 - May 2016 · 3 yrs 7 mos
Chase Investment Services CORP.
July 2005 - October 2012 · 7 yrs 3 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities Corporation
December 2002 - July 2005 · 2 yrs 7 mos
Banc One Securities CorporationBroker
December 2002 - July 2005 · 2 yrs 7 mos
UBS Painewebber INC.Broker
January 2002 - December 2002 · 11 mos
Charles Schwab & CO., INC.Broker
December 1999 - December 2001 · 2 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Brent Gray - Financial Advisor | TrueAdvisor