BC
BC

Brian Campbell

1 Year of Experience
Boca Raton, FL
Broker

Brian Campbell is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 1 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

595 South Federal Highway, Suite 400, Boca Raton, FL, 33432

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian works for Atlas Financial Advisors LLC, an investment management firm, in client services since 2022. He spends about a quarter of his time on administrative and clerical work for them, including a few hours per week during securities trading hours.

Employment History
Current Registrations
Morgan Stanley
September 2025 - Present · 8 mos
Morgan StanleyBroker
September 2025 - Present · 8 mos
Previous Registrations
Zeus Financial, LLCBroker
November 2024 - September 2025 · 10 mos
Atlas Financial Advisors, LLC
October 2024 - September 2025 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.