BP
BP

Brian Pansky

19 Years of Experience
Reno, NV
Broker

Brian Pansky is a registered investment advisor at Morgan Stanley, based in Reno, NV, 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
Loading...

Location

5390 Kietzke Lane, Suite 200, Reno, NV, 89511

Get directions

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.

Learn about disclosures →
Other Business Activities

Brian is an owner of Pansky Planning, LLC, involved in land development and entitlements, but receives no compensation or voting rights. He also serves on the finance committee for Truckee River Men's Stag, a social and recreational organization, dedicating a few hours per week to accounting and bookkeeping.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
January 2008 - June 2009 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
January 2008 - June 2009 · 1 yr 5 mos
Wells Fargo Investments, LLC
March 2007 - January 2008 · 10 mos
Wells Fargo Investments, LLCBroker
February 2007 - January 2008 · 11 mos
State Registrations22 states
AKAZCACOFLHIIDINMINCNJNVNYOKORPASCSDTXUTVAWA
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.
Brian Pansky - Financial Advisor | TrueAdvisor