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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Swedrock is a financial advisor registered with Morgan Stanley. Brian is a registered investment advisor representative in Connecticut and Texas. Brian has been in the financial industry since January 31, 2016. Brian specializes in asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses, individuals, and investment companies. Brian is also registered in Connecticut as an investment advisor representative. Brian's firm, Morgan Stanley, is a large firm with assets under management of $10 billion to $50 billion. Morgan Stanley provides a wide range of financial services to individuals, families, businesses, and institutions. The firm's services include investment management, financial planning, retirement planning, and estate planning. Morgan Stanley is headquartered in Purchase, New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
09/16/2024 - Present
Morgan Stanley (Westport CT)
BOTH
Issued 03/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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