Max E Burgin
Investment Adviser Representative at Morgan Stanley
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Max E. Burgin is an investment adviser representative with Morgan Stanley in Park City, UT, where they have been registered since 2025. They have worked in the securities industry since 2024 and have been registered with 3 firms, including Wells Fargo Clearing Services, LLC and Fidelity Brokerage Services LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas and Utah.
Office
Advisors at this office: 15
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Utah
- Broker:
35 states and territories
Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, Wyoming
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.
- OLD NAVYMar 2015 – Aug 2018Asheville, NC
- Biltmore Forest Country CLUBMay 2019 – Aug 2019Asheville, NC
- DOOR DASHMay 2021 – Aug 2021Asheville, NC
- Glatfelter EngineeringJun 2022 – Sep 2022Candler, NC
- Biltmore Forest Country CLUBJan 2023 – Aug 2023Asheville, NC
- Laurel Ob/gynApr 2023 – Aug 2023Asheville, NC
- Whits Frozen CustardJun 2021 – Aug 2021Asheville, NC
- Fidelity InvestmentsSep 2023 – Dec 2024Salt Lake City, UT
- University OF TennesseeAug 2018 – May 2019Knoxville, TN
- University OF TennesseeAug 2020 – May 2021Knoxville, TN
- University OF TennesseeAug 2021 – May 2022Knoxville, TN
- UnemployedSep 2022 – Dec 2022Asheville, NC
- University OF TennesseeAug 2019 – May 2020Knoxville, TN
- Biltmore Forest Country CLUBMay 2020 – Aug 2020Asheville, NC
- Wells Fargo Clearing Services, LLCJan 2025 – Aug 2025Midvale, UT
- Wells Fargo BANK, NAJan 2025 – Aug 2025Midvale, UT
- Morgan StanleySep 2025 – no end date reportedPark City, UT
Official records & sources
Data as of August 10, 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. Max E Burgin 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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