Brennen J Wilkie
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
- BedconnectDec 2025 to Apr 2026
- EquinoxDec 2025 to Mar 2026
- UnemployedApr 2025 to Dec 2025
- Michigan State UnivesityAug 2024 to May 2025
- Comau LLCMay 2024 to Mar 2025
- Michigan State UnivesityAug 2023 to May 2024
- IntradiemMay 2023 to Aug 2023
- Michigan State UnivesityAug 2022 to May 2023
- Oakland Hills Country ClubMay 2022 to Oct 2022
- Hope CollegeAug 2021 to May 2022
- UnemployedJun 2021 to Aug 2021
- Wylie E. Groves High SchoolAug 2020 to Jun 2021
- Lincoln Hills Golf CourseJun 2020 to Aug 2020
- Wylie E. Groves High SchoolAug 2019 to Jun 2020
- Troy GymnasticsJun 2019 to Aug 2019
- Wylie E. Groves High SchoolAug 2018 to Jun 2019
- Troy GymnasticsJun 2018 to Aug 2018
- Wylie E. Groves High SchoolAug 2017 to Jun 2018
- UnemployedJun 2017 to Aug 2017
- Birmingham Covington SchoolAug 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8252743
- Firm CRD
- 149777