BQ
BQ

Bryan Quackenbush

17 Years of Experience
Hunt Valley, MD
Broker

Bryan Quackenbush is a registered investment advisor at Morgan Stanley, based in Hunt Valley, MD, with 17 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

303 International Circle, Suite 500, Hunt Valley, MD, 21030

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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

Bryan is a co-owner of a real estate holding company since 2019, dedicating minimal time outside of business hours. He is also a board member of a homeowner's association since 2021, spending minimal time outside of business hours on administrative tasks.

Employment History
Current Registrations
Morgan Stanley
January 2013 - Present · 13 yrs 4 mos
Morgan StanleyBroker
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Foresters Equity Services, INC.
October 2011 - December 2012 · 1 yr 2 mos
Foresters Equity Services, INC.Broker
January 2010 - December 2012 · 2 yrs 11 mos
Metlife Securities INC.Broker
March 2008 - May 2009 · 1 yr 2 mos
State Registrations13 states
CACODCDEFLMDNJNYOHPASCTNVA
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.
Bryan Quackenbush - Financial Advisor | TrueAdvisor