Bryan Legault is a registered investment advisor at Morgan Stanley, based in Boston, MA, 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
28 State Street, 26th Floor, Boston, MA, 02109
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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
Bryan is the treasurer for the Order of the Son's & Daughters of Italy, a fraternal organization, since 2019. He spends a few hours per week keeping records, writing checks, and managing the cash ledger.
Employment History
Previous Registrations
Morgan Stanley
August 2024 - March 2026 · 1 yr 7 mos
Natixis Advisors, LLC
July 2022 - June 2024 · 1 yr 11 mos
Cutler Capital Management
June 2019 - May 2021 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2017 - May 2019 · 1 yr 8 mos
Exams
No exam information available for this advisor.