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Travis Wilde

19 Years of Experience
South Jordan, UT
Broker

Travis Wilde is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, 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

680 West 10000 South, South Jordan, UT, 84095

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History

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.

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Other Business Activities

Travis is a sole proprietor/owner/partner in a rental property business in Draper and Salt Lake City, Utah, since 2010. He spends minimal time on this investment-related activity after business hours.

Employment History
Current Registrations
Morgan Stanley
May 2017 - Present · 9 yrs 4 mos
Morgan Stanley
May 2017 - Present · 9 yrs 4 mos
Morgan StanleyBroker
May 2017 - Present · 9 yrs 4 mos
Previous Registrations
Morgan Stanley
April 2012 - April 2016 · 4 yrs
Morgan StanleyBroker
April 2012 - April 2016 · 4 yrs
Wells Fargo Advisors, LLC
June 2011 - April 2012 · 10 mos
Wells Fargo Advisors, LLCBroker
March 2011 - April 2012 · 1 yr 1 mo
Goldman, Sachs & CO.Broker
May 2007 - March 2011 · 3 yrs 10 mos
Wells Fargo Investments, LLC
March 2006 - April 2007 · 1 yr 1 mo
Wells Fargo Investments, LLCBroker
March 2006 - April 2007 · 1 yr 1 mo
E*trade Securities LLCBroker
January 2006 - February 2006 · 1 mo
Harrisdirect LLC
October 2005 - December 2005 · 2 mos
Harrisdirect LLCBroker
September 2005 - December 2005 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.