Bridge Nathanson
Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Morgan StanleyMay 2026 to now
- Penn State World CampusJan 2026 to May 2026
- Raymond JamesNov 2025 to Jan 2026
- Penn State World CampusAug 2025 to Nov 2025
- Grippy BandsJun 2025 to Oct 2025
- Management Action ProgramsJun 2025 to Aug 2025
- Schools First Federal Credit UnionJun 2025 to Aug 2025
- South Oc Flag Football LeagueDec 2023 to Aug 2025
- Capistrano Unified School DistrictOct 2023 to Jun 2025
- Sprouts Farmers MarketJun 2022 to Oct 2023
- Aliso Niguel High SchoolFeb 2022 to Jun 2022
- Dicks Sporting GoodsNov 2021 to Feb 2022
- Avffl/gridironSep 2018 to Jun 2022
- Aliso Niguel High SchoolAug 2018 to Sep 2018
- Aliso Viejo Middle SchoolJun 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8180125
- Firm CRD
- 149777