EG
EG

Evan Gremillion

16 Years of Experience
Lake Oswego, OR
Broker

Evan Gremillion is a registered investment advisor at Morgan Stanley, based in Lake Oswego, OR, with 16 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

4800 Meadows Road, Suite 400, Lake Oswego, OR, 97035

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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

Evan is involved with the Portland Japanese Gardens as part of a committee since September 2023, dedicating minimal time after business hours. He also serves as a board member for The Portland Japanese Gardens Foundation since December 2023, spending minimal time after business hours.

Employment History
Current Registrations
Morgan Stanley
February 2010 - Present · 16 yrs 3 mos
Morgan StanleyBroker
December 2009 - Present · 16 yrs 5 mos
State Registrations23 states
AKAZCACODEFLHIIAIDILKSMIMTNMNVNYORPATNTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Evan Gremillion - Financial Advisor | TrueAdvisor