Autumn Gleave is a registered investment advisor at Morgan Stanley, based in Sandy, UT, with 9 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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Regulatory History (2)
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Financial
January 2021Final
Financial
August 2020Final
Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
E*trade Capital Management, LLC
November 2021 - September 2023 · 1 yr 10 mos
E*trade Securities LLCBroker
November 2021 - September 2023 · 1 yr 10 mos
Fidelity Personal and Workplace Advisors
November 2018 - October 2021 · 2 yrs 11 mos
Fidelity Brokerage Services LLCBroker
November 2016 - October 2021 · 4 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.