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Gary Alan Englund

Morgan Stanley

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About Gary Alan Englund

Gary Alan Englund is a financial advisor at Morgan Stanley. Gary has been in the financial services industry since 1982 and has a wealth of experience in providing investment advice and portfolio management services. Gary holds the Series 6, 7, 9, 10, 24, 63 and 65 licenses and is registered to provide investment advice in 42 states. Gary is a member of the board of directors of Epilepsy Services Foundation and is a licensed instructor.

Firm Information

Gary Englund is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Gary Englund’s Registration & Firm History

FL

04/23/2020 - Present

Morgan Stanley (TAMPA FL)

FL

01/04/1999 - 09/13/2013

RAYMOND JAMES FINANCIAL SERVICES, INC. (LUTZ FL)

FL

06/19/1998 - 01/04/1999

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

NY

08/06/1997 - 06/23/1998

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

08/06/1997 - 06/23/1998

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

SC

01/29/1996 - 08/05/1997

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

IA

01/26/1995 - 01/29/1996

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

MA

01/15/1992 - 01/23/1995

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

CT

09/27/1982 - 02/21/1992

NWNL MANAGEMENT CORPORATION (WINDSOR CT)

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Licenses & Designations

IA

Issued 09/23/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/24/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/28/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/22/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/22/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/1997

Series 7 - General Securities Representative Examination

BC

Issued 09/24/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Gary Alan Englund.
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