Greg T. Settle
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 Spokane, 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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Greg T Settle's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 1, 2011 - Present
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
April 3, 2007 - January 16, 2008
NORTHWEST CAPITAL MANAGEMENT INC.
October 3, 2002 - April 30, 2007
MISSIONSQUARE RETIREMENT
December 4, 1992 - April 30, 2007
MISSIONSQUARE INVESTMENT SERVICES
December 12, 1988 - October 1, 1992
NEW ENGLAND SECURITIES
June 19, 1984 - October 24, 1988
METLIFE INVESTORS DISTRIBUTION COMPANY
September 27, 1983 - December 27, 1984
WZW FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
CRD#: 149122 / SEC#: 801-69938
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/1/2011)
(12/13/2019)
(6/1/2011)
Exams
Current Firm
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
CRD#: 149122 / SEC#: 801-69938
Contact information
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 71 |
| AUM (Assets Under Management) | $ 8,870,425,168 |
Red Flags
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