Heidi Guldbrandsen Chamberlain

CRD 2563489 · Morgan Stanley · Rutland, VT

IA RegisteredBroker

Also appears in the source record as: Heidi Chamberlain; Heidi P Guldbrandsen; Heidi Pauline Guldbrandsen

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 65Series 63Series 57TOSIESeries 55Series 7
Registered states (34): Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Illinois · Louisiana · Maryland · Massachusetts · Michigan · Missouri · Montana · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · Puerto Rico · South Carolina · Texas · Utah · Vermont · Virginia · Washington · West Virginia
Years in the industry (source record): 31
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2563489 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
Rutland, VT · IA capacity

Mar 14, 2024 → present
Stifel, Nicolaus & Company, Incorporated
BD capacity

Dec 4, 2015 → Mar 25, 2024
Stifel, Nicolaus & Company, Incorporated
IA capacity

Dec 4, 2015 → Mar 25, 2024
Barclays Capital Inc.
IA capacity

May 26, 2010 → Dec 4, 2015
Barclays Capital Inc.
BD capacity

Apr 16, 2010 → Dec 4, 2015
Deutsche Bank Securities Inc.
BD capacity

Sep 30, 2002 → May 11, 2010
Lehman Brothers Inc.
BD capacity

Jul 24, 1996 → Oct 14, 2002
Cs First Boston Corporation
BD capacity

Feb 29, 1996 → May 24, 1996
Cs First Boston Corporation
BD capacity

Feb 28, 1996 → May 24, 1996
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Apr 13, 1995 → Mar 8, 1996

Source & corrections

Where this page comes from

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