Stephanie Bruehl is a registered investment advisor at Morgan Stanley, based in Oklahoma City, OK, with 17 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
6305 Waterford Boulevard, Suite 240, Oklahoma City, OK, 73118
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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 →Employment History
Current Registrations
Morgan Stanley
October 2025 - Present · 11 mos
Morgan StanleyBroker
October 2025 - Present · 11 mos
Previous Registrations
UBS Financial Services INC.Broker
March 2024 - May 2024 · 2 mos
UBS Financial Services INC.Broker
December 2017 - January 2021 · 3 yrs 1 mo
UBS Financial Services INC.
December 2017 - January 2021 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2016 - November 2017 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2016 - November 2017 · 1 yr 5 mos
Vsr Advisory Services
September 2014 - December 2015 · 1 yr 3 mos
Vsr Financial Services, INC.Broker
September 2014 - December 2015 · 1 yr 3 mos
Vsr Advisory Services
January 2012 - December 2012 · 11 mos
Vsr Financial Services, INC.Broker
January 2012 - December 2012 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2009 - April 2011 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2009 - April 2011 · 2 yrs 2 mos
UBS Financial Services INC.Broker
February 2009 - February 2009 · 0 mos
UBS Financial Services INC.
February 2009 - February 2009 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2003 - February 2009 · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2003 - February 2009 · 5 yrs 11 mos
Prudential Securities Incorporated
January 2001 - November 2002 · 1 yr 10 mos
Prudential Securities IncorporatedBroker
September 2000 - November 2002 · 2 yrs 2 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.