Austin Tanner
Investment Adviser Representative at Morgan Stanley
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Austin Tanner is an investment adviser representative with Morgan Stanley in Purchase, NY, where they have been registered since 2025. They have worked in the securities industry since 2023 and have been registered with 4 firms, including J.p. Morgan Securities LLC and Masterworks Advisers, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.
Office
Advisors at this office: 136
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
1 state or territory
New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity InvestmentsMar 2023 – Apr 2023American Fork, UT
- Summit Foot and AnkleJan 2022 – Mar 2023Provo, UT
- Intermountain HealthcareJun 2021 – Feb 2022Spanish Fork, UT
- Utah Valley UniversityJan 2021 – Aug 2021Orem, UT
- Vasa FitnessMay 2020 – Oct 2020Orem, UT
- Corporate PropertiesSep 2017 – May 2018Denver, CO
- Thrivent FinancialFeb 2023 – Jan 2024Appleton, WI
- Masterworks Advisers, LLCJan 2024 – Feb 2024New York, NY
- J.P. Morgan Securities LLCApr 2024 – Jun 2025New York, NY
- JPMorgan Chase Bank, N.A.Apr 2024 – Jun 2025New York, NY
- Chrysalis Inc.Dec 2019 – May 2020Provo, UT
- Tommy's BoatsMar 2019 – Jun 2019Denver, CO
- BCP Legacy LLCMar 2021 – Aug 2021Orem, UT
- SSI Venture, LLCAug 2017 – Oct 2017Denver, CO
- Papa John's International, Inc.Jan 2017 – Jun 2017Denver, CO
- UnemployedApr 2014 – Jan 2017Denver, CO
- UnemployedJul 2017 – Jul 2017Denver, CO
- UnemployedMay 2018 – Jan 2019Denver, CO
- UnemployedJul 2019 – Dec 2019Riverton, UT
- Corporate PropertiesFeb 2019 – Mar 2019Denver, CO
- UnemployedNov 2020 – Dec 2020Riverton, UT
- UnemployedMar 2024 – Mar 2024New York, NY
- Morgan StanleyJun 2025 – no end date reportedPurchase, NY
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Morgan Stanley
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
- Performance-based fees
- Other
- Firm account minimum
- $10,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 23,008
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Purchase, NY
- SEC file number:
- 801-70103
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
View full firm profileOther advisors at Morgan Stanley
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Austin Tanner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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