BC
BC

Brian Cockrell

23 Years of Experience
Olympia, WA
Broker

Brian Cockrell is a registered investment advisor at Morgan Stanley, based in Olympia, WA, with 23 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

724 Columbia Street Northwest, Suite 350, Olympia, WA, 98501

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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

Brian is a guitarist and vocalist in the Strike 9 Band or other music activity since 2019, dedicating a few hours per week outside of business hours. Brian also serves as an Executor/Co-Executor for an estate since 2025, spending minimal time on this activity.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
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
July 2002 - April 2007 · 4 yrs 9 mos
Morgan Stanley Dw INC.Broker
May 2002 - April 2007 · 4 yrs 11 mos
State Registrations20 states
AKAZCACOCTFLIAIDINMAMDMNNCNVNYORTNVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.