BB
BB

Brandy Boyles-Vazquez

19 Years of Experience
Newport Beach, CA
Broker

Brandy Boyles-Vazquez is a registered investment advisor at Morgan Stanley, based in Newport Beach, CA, with 19 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

800 Newport Center Drive, Suite 500, Newport Beach, CA, 92660

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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

Brandy is an independent contractor for DoTerra International since 2016, selling essential oils. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
February 2014 - Present · 12 yrs 3 mos
Morgan Stanley
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
May 2011 - January 2014 · 2 yrs 8 mos
Wells Fargo Advisors, LLCBroker
May 2011 - January 2014 · 2 yrs 8 mos
Chase Investment Services CORP.
January 2010 - April 2011 · 1 yr 3 mos
Chase Investment Services CORP.Broker
January 2010 - April 2011 · 1 yr 3 mos
Banc of America Investment Services, INC.Broker
October 2006 - April 2008 · 1 yr 6 mos
Banc of America Investment Services, INC.
October 2006 - April 2008 · 1 yr 6 mos
Wells Fargo Investments, LLC
May 2005 - August 2006 · 1 yr 3 mos
Wells Fargo Investments, LLCBroker
December 2004 - August 2006 · 1 yr 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.