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Brianna T Marinelli

Investment adviser representative at Morgan Stanley
12 yearsExperience
2 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

12 years in the industry.

  1. Morgan StanleyFeb 2024 to now
  2. Northwestern Mutual Wealth Management CompanyMar 2023 to Jan 2024
  3. Structure Tek Construction IncSep 2022 to Jan 2023
  4. Northwestern Mutual Investment Services LLCJun 2022 to Jan 2024
  5. Northwestern Mutual Life Insurance CompanyMay 2022 to Jan 2024
  6. New York Community BankJun 2021 to Feb 2022
  7. StudentMay 2014 to May 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (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
7530206
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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