BB
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Bradley Bumgarner

24 Years of Experience
Ridgeland, MS
Broker

Bradley Bumgarner is a registered investment advisor at Morgan Stanley, based in Ridgeland, MS, with 24 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

1018 Highland Colony Parkway, Suite 105, Ridgeland, MS, 39157

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Bradley is a registered agent for G&G Outdoors LLC, an investment-related entity, since 2019. He spends minimal time on this activity, primarily receiving mail for a family member's LLC.

Employment History
Current Registrations
Morgan StanleyBroker
September 2024 - Present · 1 yr 8 mos
Morgan Stanley
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
June 2013 - October 2024 · 11 yrs 4 mos
Wells Fargo Advisors
June 2013 - October 2024 · 11 yrs 4 mos
Morgan Stanley
June 2009 - July 2013 · 4 yrs 1 mo
Morgan StanleyBroker
June 2009 - July 2013 · 4 yrs 1 mo
Morgan Stanley & CO. Incorporated
June 2007 - June 2009 · 2 yrs
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
September 2005 - April 2007 · 1 yr 7 mos
Legg Mason Wood Walker, IncorporatedBroker
August 2001 - September 2005 · 4 yrs 1 mo
State Registrations17 states
ALARCACOFLGALAMAMOMSNCNHPASCTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Bradley Bumgarner - Financial Advisor | TrueAdvisor