Payton Gronnerud is a registered investment advisor at Morgan Stanley, based in Newport Beach, CA, with 4 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
800 Newport Center Drive, Suite 500, Newport Beach, CA, 92660
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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 Stanley
August 2025 - Present · 1 yr 1 mo
Morgan StanleyBroker
June 2025 - Present · 1 yr 3 mos
Previous Registrations
Lion Street Financial, LLCBroker
August 2024 - March 2025 · 7 mos
J.P. Morgan Securities LLCBroker
September 2023 - August 2024 · 11 mos
First Republic Securities Company, LLCBroker
October 2021 - September 2023 · 1 yr 11 mos
State Registrations29 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.