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GS

Greg T. Settle

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS
Republic, WA
Some features on this profile are disabled
CRD#: 1183932
GS

Professional summary

Greg T Settle, who also goes by Gregory T Settle, Gregory Thomas Settle, is a registered financial advisor currently at MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC located in Republic, Washington.

Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Greg has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gregory T Settle | Gregory Thomas Settle

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg T Settle's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 1, 2011 - Present

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC

RIA
CRD#: 149122
Republic, WA
Past

April 3, 2007 - January 16, 2008

NORTHWEST CAPITAL MANAGEMENT INC.

RIA
CRD#: 108091
LAKE OSWEGO, OR
Past

October 3, 2002 - April 30, 2007

MISSIONSQUARE RETIREMENT

RIA
CRD#: 108783
WASHINGTON, DC
Past

December 4, 1992 - April 30, 2007

MISSIONSQUARE WEALTH MANAGEMENT

BD
CRD#: 23189
OLYMPIA, WA
Past

December 12, 1988 - October 1, 1992

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

June 19, 1984 - October 24, 1988

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
Past

September 27, 1983 - December 27, 1984

WZW FINANCIAL SERVICES, INC.

BD
CRD#: 5717

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MS
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
COOK STREET CONSULTING | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | HYAS GROUP, LLC | HYAS GROUP | FIDUCIARY CONSULTING GROUP

CRD#: 149122 / SEC#: 801-69938

RIA
Registered Investment Advisory firm - (2/24/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(6/1/2011)
IAR
Texas
(12/13/2019)
IAR
Washington
(6/1/2011)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/23/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/23/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/1983
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 3/27/1997
Investment Company Products/Variable Contracts Principal Examination

Current Firm

MS
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
COOK STREET CONSULTING | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | HYAS GROUP, LLC | HYAS GROUP | FIDUCIARY CONSULTING GROUP

CRD#: 149122 / SEC#: 801-69938

RIA
Registered Investment Advisory firm - (2/24/2009 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111
Mailing Address
750 7th Avenue 34th Floor, New York, NY 10019
Phone number
(303) 333-7770
Established
Firm type
Fiscal year end
# of Employees
59

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MSIIA ADV PART 2A (4/29/2025)

Regulatory assets under management

Total Number of Accounts71
AUM (Assets Under Management)$ 8,870,425,168

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC

CRD#: 149122Republic, WA

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