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Brandon Glenn

13 Years of Experience
Sandy, UT
Broker

Brandon Glenn is a registered investment advisor at Morgan Stanley, based in Sandy, UT, with 13 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

200 West Civic Center Drive, Sandy, UT, 84070

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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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Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
E*trade Capital Management, LLC
January 2023 - September 2023 · 8 mos
E*trade Securities LLCBroker
January 2023 - September 2023 · 8 mos
E*trade Securities LLCBroker
March 2018 - April 2022 · 4 yrs 1 mo
E*trade Capital Management, LLC
March 2018 - April 2022 · 4 yrs 1 mo
E*trade Capital Management, LLC
July 2013 - September 2017 · 4 yrs 2 mos
E*trade Securities LLCBroker
December 2011 - September 2017 · 5 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brandon Glenn - Financial Advisor | TrueAdvisor