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MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC, CRD 149122
GREENWOOD VILLAGE, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JAYSON A DAVIDSON | Chartered Financial Analyst | Portland, OR | 17 | 29 | 1 | no |
| PAUL V GALINDO | n/a | Portland, OR | 11 | 25 | 2 | no |
| EDWARD K TAYLOR | n/a | Portland, OR | 10 | 25 | 1 | no |
| Thomas J Breaden | Chartered Financial Analyst | Portland, OR | 10 | 15 | n/a | no |
| RASCH M COUSINEAU | n/a | Henderson, NV | 9 | 28 | 1 | no |
| MATT A MORGANROTH | n/a | Boerne, TX | 9 | 11 | 1 | no |
| Theodore P Grigsby | n/a | Portland, OR | 6 | 19 | 1 | no |
| AUDREY E WHITE | n/a | Portland, OR | 6 | 23 | n/a | no |
| Jefferson D Chalk | Chartered Financial Analyst | Dallas, TX | GREENWOOD VILLAGE, CO | 2 | 17 | 2 | no |
| Charles Lee Hodge | n/a | Dallas, TX | GREENWOOD VILLAGE, CO | 2 | 29 | 1 | no |
| Timothy Michael Buckley | n/a | GREENWOOD VILLAGE, CO | Dallas, TX | 2 | 35 | 2 | no |
| Sean M Waters | Chartered Financial Analyst | Greenwood Village, CO | GREENWOOD VILLAGE, CO | 2 | 29 | 2 | no |
| Karen M Robinson | Chartered Financial Analyst | GREENWOOD VILLAGE, CO | 2 | 27 | 1 | no |
| PATRICK J SMITH | Chartered Financial Analyst | GREENWOOD VILLAGE, CO | Greenwood Village, CO | 2 | 19 | 1 | no |
| Jessica L Myers | Chartered Financial Analyst | Dallas, TX | 2 | 11 | 1 | no |
| Dana B Hensel | Chartered Financial Analyst | Greenwood Village, CO | GREENWOOD VILLAGE, CO | 2 | 11 | 1 | no |
| Joshua C Hasskamp | Chartered Financial Analyst | GREENWOOD VILLAGE, CO | 2 | 14 | 1 | no |
| Lindsey C Levison | Chartered Financial Analyst | Greenwood Village, CO | GREENWOOD VILLAGE, CO | 2 | 22 | 1 | no |
| Rahman A Khatir | Chartered Financial Analyst | GREENWOOD VILLAGE, CO | 2 | 14 | 2 | no |
| ERICA Michelle RUGE | Chartered Financial Analyst | GREENWOOD VILLAGE, CO | Greenwood Village, CO | 2 | 14 | 1 | no |
| Stuart G Thomas | Chartered Financial Analyst | GREENWOOD VILLAGE, CO | Greenwood Village, CO | 2 | 15 | 1 | no |
| Madison Alexander Parr | n/a | GREENWOOD VILLAGE, CO | 2 | 12 | 1 | no |
| Joel E Dean | n/a | GREENWOOD VILLAGE, CO | 1 | 10 | n/a | no |
| RYAN PAUL MURPHY | Certified Financial Planner | GREENWOOD VILLAGE, CO | 1 | 23 | 1 | no |
| Ericka J Skeldon | n/a | Portland, OR | GREENWOOD VILLAGE, CO | 0 | 12 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DAVIDSON, JAYSON, ALLEN | VICE PRESIDENT | Na | yes | 09/2021 | Mar 30, 2012 | Oct 30, 2024 |
| FRANCE, JEREMIAH, MICHAEL | MANAGER (BOARD OF MANAGERS), CHAIRMAN, CHIEF EXECUTIVE OFFICER | Na | yes | 09/2021 | Sep 29, 2021 | Oct 30, 2024 |
| GARGANO, CHRISTOPHER, RICHARD | CHIEF COMPLIANCE OFFICER | Na | yes | 09/2021 | Sep 29, 2021 | Oct 30, 2024 |
| GORDON, MARC, IRA | CHIEF FINANCIAL OFFICER | Na | yes | 09/2021 | Sep 29, 2021 | Oct 30, 2024 |
| MCINTOSH, SCOTT, MICHAEL | VICE PRESIDENT | Na | yes | 06/2024 | Jun 21, 2024 | Oct 30, 2024 |
| MORGAN STANLEY | Member | E | yes | 02/2002 | Sep 29, 2021 | Oct 30, 2024 |
| MORGAN STANLEY CAPITAL MANAGEMENT, LLC | Member | E | yes | 03/2007 | Sep 29, 2021 | Oct 30, 2024 |
| MORGAN STANLEY DOMESTIC HOLDINGS, LLC | Member | E | yes | 09/2021 | Aug 16, 2023 | Oct 30, 2024 |
| PARKER, WARREN, DALE | VICE PRESIDENT | Na | yes | 09/2021 | Mar 30, 2012 | Oct 30, 2024 |
| THOMPSON, MARK, JULIEN | MANAGER (BOARD OF MANAGERS), PRESIDENT | Na | yes | 09/2021 | Sep 29, 2021 | Oct 30, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | n/a | Wirehouse | $1962B | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Portland | Or | United States | 10 | no |
| Dallas | TX | United States | 9 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 14, 2026 | $15B | $15B | 52 | 33 | 3 | n/a | n/a |
| 2024 | Apr 29, 2025 | $8.9B | $8.9B | 59 | 42 | 2 | n/a | n/a |
| 2023 | Mar 28, 2024 | $645M | $645M | 13 | 10 | 0 | n/a | n/a |
| 2022 | Mar 29, 2023 | $282M | $282M | 13 | 10 | 0 | n/a | n/a |
| 2021 | Mar 30, 2022 | $159M | $159M | 13 | 10 | 0 | n/a | n/a |
| 2020 | Mar 31, 2021 | $127M | $127M | 14 | 11 | 0 | n/a | n/a |
| 2019 | Apr 10, 2020 | $80.8M | $80.8M | 15 | 13 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $64.1M | $64.1M | 13 | 11 | 0 | n/a | n/a |
| 2017 | Mar 28, 2018 | $36.5M | $36.5M | 12 | 10 | 0 | n/a | n/a |
| 2016 | Mar 29, 2017 | $18.2M | $18.2M | 12 | 10 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $17.5M | $17.5M | 10 | 8 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $19.5M | $19.5M | 11 | 9 | n/a | n/a | n/a |
| 2013 | Mar 25, 2014 | $19.4M | $19.4M | 11 | 9 | n/a | n/a | n/a |
| 2012 | Mar 15, 2013 | $16.9M | $16.9M | 8 | 7 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $8.0M | $8.0M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 1 | 0 | 0 | 3 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $15B | $8.9B | 66.1% | $282M | 274.0% | 52 | 59 | 3 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| COOK STREET CONSULTING, INC. | 12 | Jul 16, 2024 | Jun 26, 2024 | GREENWOOD VILLAGE, CO | Firm absorbed | Other | 85.7% |
| COOK STREET CONSULTING, INC. | 2 | Jul 16, 2024 | Jun 25, 2024 | DALLAS, TX | Channel change | Other | 14.3% |