Brandy Carlson is a registered investment advisor at Morgan Stanley, based in Loveland, CO, with 21 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
Loading...
Location
6125 Sky Pond Drive, Loveland, CO, 80538
Get directionsHistory
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 StanleyBroker
November 2011 - Present · 14 yrs 6 mos
Morgan Stanley
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLC
May 2011 - October 2011 · 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - October 2011 · 3 yrs 9 mos
Wachovia Securities, LLC
January 2008 - May 2008 · 4 mos
A. G. Edwards & Sons, INC.
March 2005 - January 2008 · 2 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
February 2005 - January 2008 · 2 yrs 11 mos
State Registrations35 states
AZCACODCDEFLIAIDINKSMAMDMEMIMNMOMTNCNDNENHNJNMNYOKORPASDTNTXUTVAWAWIWY
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.