Brandon Montalvo is a registered investment advisor at Morgan Stanley, based in Roseville, CA, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Location
1478 Stone Point Drive, Suite 500, Roseville, CA, 95661
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brandon worked as a beertender and courier prior to Morgan Stanley. He is also a sole proprietor/owner of Hidden Grove Ranch, LLC (real estate rental property) and a partner in Sky Haven Living LLC (real estate), dedicating minimal time to the latter.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations36 states
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