Brad Russell Burton
Investment adviser representative at Morgan Stanley
11 yearsExperience
4 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Morgan StanleyNov 2020 to now
- TIAAAug 2018 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCAug 2018 to Nov 2020
- Northwestern Mutual Wealth ManagementFeb 2016 to Jul 2018
- Northwestern Mutual Investment Services LLCDec 2015 to Jul 2018
- Ads Agency, LLC (northwestern Mutual - Park Avenue)Nov 2015 to Jul 2018
- Ftg Services IncFeb 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 4 states (CT, FL, NY, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5956094
- Firm CRD
- 149777