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Brian Winebrenner

15 Years of Experience
Salt Lake City, UT
Broker

Brian Winebrenner is a registered investment advisor at Morgan Stanley, based in Salt Lake City, UT, with 15 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

60 East South Temple, 20th Floor, Salt Lake City, UT, 84111

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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

Brian is an employee and partial owner of Wild Wasatch, an agriculture business in Sandy, Utah, since October 2023. He dedicates minimal time per week to business development and growth activities after business hours.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 10 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
E*trade Capital Management, LLC
March 2018 - September 2023 · 5 yrs 6 mos
E*trade Securities LLCBroker
March 2018 - September 2023 · 5 yrs 6 mos
Strategic Advisers, INC.
May 2012 - March 2018 · 5 yrs 10 mos
Fidelity Brokerage Services LLCBroker
September 2010 - March 2018 · 7 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brian Winebrenner - Financial Advisor | TrueAdvisor