Gerard Michael Olsen

CRD 1530758 · Morgan Stanley · Boca Raton, FL

IA RegisteredBroker

Also appears in the source record as: Michael Gerard Olsen

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 66Series 65Series 63SIESeries 31Series 7Series 6
Registered states (47): Alabama · Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin
Years in the industry (source record): 40
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1530758 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (10)

From the source registration record · current first

Morgan StanleyCurrent
Boca Raton, FL · IA capacity

Jun 1, 2009 → present
Morgan Stanley & Co. Incorporated
BD capacity

Jan 23, 2009 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
IA capacity

Jan 23, 2009 → Jun 1, 2009
Ubs Financial Services Inc.
IA capacity

Jan 10, 2006 → Feb 11, 2009
Ubs Financial Services Inc.
BD capacity

Nov 14, 2005 → Feb 11, 2009
Pfs Investments Inc.
BD capacity

Jan 17, 2003 → Nov 15, 2005
Banc Of America Investment Services, Inc.
BD capacity

Jan 1, 1998 → Jan 29, 2001
Nationssecurities
BD capacity

Mar 18, 1994 → Jan 1, 1998
Asset Management Securities Corporation
BD capacity

Jul 20, 1992 → Mar 14, 1994
First Investors Corporation
BD capacity

Jul 23, 1986 → Feb 4, 1987

Source & corrections

Where this page comes from

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