Payton Vestrand is a CFP-designated registered investment advisor at Morgan Stanley, based in Knoxville, TN, with 6 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
Landmark Center, 1111 North Shore Dr Ste N-160, Knoxville, TN, 37919
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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 →Employment History
Current Registrations
Morgan StanleyBroker
February 2025 - Present · 1 yr 7 mos
Morgan Stanley
February 2025 - Present · 1 yr 7 mos
Previous Registrations
Pya Waltman Capital, LLC
August 2023 - January 2025 · 1 yr 5 mos
J.P. Morgan Securities LLC
February 2023 - July 2023 · 5 mos
J.P. Morgan Securities LLCBroker
August 2019 - July 2023 · 3 yrs 11 mos
State Registrations31 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.