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Julian Mettmann

Morgan Stanley & Co. LLC

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About Julian Mettmann

Julian Mettmann is a financial professional with experience in the financial services industry since 2015. Julian is currently registered with Morgan Stanley & Co. LLC, a firm with a national scope of practice. Julian is Series 79 and SIE licensed. The firm’s main office is located in Menlo Park, California.

Firm Information

Julian Mettmann is currently registered with Morgan Stanley & Co. LLC. Morgan Stanley & Co. LLC is a Limited Liability Company formed on December 3, 1969. It is registered in 53 states and has one approved SEC registration. The firm has been involved in 471 Regulatory Events, 5 Civil Events, and 54 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

462

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.

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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Julian Mettmann’s Registration & Firm History

CA

09/20/2017 - Present

Morgan Stanley & Co. LLC (Menlo Park CA)

CA

11/12/2015 - 08/16/2016

MORGAN STANLEY & CO. LLC (MENLO PARK CA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julian Mettmann.
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