Stephanie B Bruehl

CRD 4267246 · Morgan Stanley · Oklahoma City, OK

IA RegisteredBroker

Also appears in the source record as: Stephanie Marie Bryant; Stephanie Bryant Bruehl

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63Series 7TOSIESeries 7
Registered states (34): Alabama · Arizona · Arkansas · California · Colorado · District Of Columbia · Florida · Georgia · Idaho · Illinois · Iowa · Kansas · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Vermont · Virginia · Washington
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (18)

From the source registration record · current first

Morgan StanleyCurrent
Oklahoma City, OK · IA capacity

Oct 15, 2025 → present
Ubs Financial Services Inc.
BD capacity

Mar 6, 2024 → May 24, 2024
Ubs Financial Services Inc.
BD capacity

Dec 1, 2017 → Jan 29, 2021
Ubs Financial Services Inc.
IA capacity

Dec 1, 2017 → Jan 29, 2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Jun 22, 2016 → Nov 30, 2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Jun 22, 2016 → Nov 30, 2017
Vsr Financial Services, Inc.
BD capacity

Sep 2, 2014 → Dec 31, 2015
Vsr Advisory Services
IA capacity

Sep 2, 2014 → Dec 31, 2015
Vsr Financial Services, Inc.
BD capacity

Jan 3, 2012 → Dec 31, 2012
Vsr Advisory Services
IA capacity

Jan 3, 2012 → Dec 31, 2012
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Feb 5, 2009 → Apr 27, 2011
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Feb 5, 2009 → Apr 27, 2011
Ubs Financial Services Inc.
BD capacity

Feb 2, 2009 → Feb 24, 2009
Ubs Financial Services Inc.
IA capacity

Feb 2, 2009 → Feb 24, 2009
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Mar 28, 2003 → Feb 2, 2009
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Mar 26, 2003 → Feb 2, 2009
Prudential Securities Incorporated
IA capacity

Jan 25, 2001 → Nov 8, 2002
Prudential Securities Incorporated
BD capacity

Sep 18, 2000 → Nov 8, 2002

Source & corrections

Where this page comes from

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