Seattle, WA Union Street Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

162

Of 23,162 advisors across 1,025 offices

Location

601 Union Street, Suite 2900

Seattle WA 98101

Advisors at this office

162

Advisors at this office

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Chad R

Series 63, Series 65

Seattle, WA

Morgan Stanley

Chad Reibman is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015 respectively. Outside of finance, he owns and performs magical entertainment through his business G.G. GREEN MAGIC LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s market outlooks.

General estate planning guidance
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Christopher M

Series 66

Seattle, WA

Morgan Stanley

Christopher Mullen is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013. Mullen serves as a board member of the Tacoma Executives Association, a local professional networking group. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm employs a structured financial planning process and provides access to comprehensive investment resources, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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David P

Series 63, Series 65

Seattle, WA

Morgan Stanley

David Powell is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has held various roles within Morgan Stanley and its affiliates since 2010, including the Private Bank and Smith Barney divisions, and previously worked at RBC Capital Markets. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs and financial planning services. The firm’s approach includes structured discovery processes and planning tools, offering both direct and corporate financial planning solutions while managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Christian S

Series 66

Seattle, WA

Morgan Stanley

Christian Sailer is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney and is the sole proprietor of Christian Sailer LLC, a consulting and recreation business focused on firearms. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by approved tools and resources.

General estate planning guidance
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Kirsten K

CFP®, Series 63, Series 65, Series 66

Seattle, WA

Morgan Stanley

Kirsten Kinnan is a CFP®-designated financial advisor with 27 years of industry experience, currently serving clients at Morgan Stanley in Seattle, WA. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and previously worked at J.P. Morgan Institutional Investments and J.P. Morgan Investment Holdings. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with capabilities including private funds, commodity pool operations, and principal trading.

General estate planning guidance
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Shawn R

Series 63, Series 65

Seattle, WA

Morgan Stanley

Shawn Richardson is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of his advisory role, he is involved in managing a personal real estate investment portfolio. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Risha S

Series 66

Seattle, WA

Morgan Stanley

Risha Schildkraut is a financial advisor at Morgan Stanley in Seattle, WA, with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2014 and 2015, respectively. Schildkraut serves on the finance committee of the Greater Seattle Business Association, a nonprofit organization. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Hayley H

Series 63, Series 66

Seattle, WA

Morgan Stanley

Hayley Hamann is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses with seven years of industry experience. She previously worked at TIAA and its affiliates from 2016 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and analysis.

General estate planning guidance
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Alan K

Series 66

Seattle, WA

Morgan Stanley

Alan Khaitov is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Gonzaga University from 2016 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-based financial planning agreements.

General estate planning guidance
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Andrew G

Series 66

Seattle, WA

Morgan Stanley

Andrew Glockenmeier is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with two years of industry experience. He has worked at Morgan Stanley since 2018 and has prior experience at Fordham University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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John H

Series 66

Seattle, WA

Morgan Stanley

John Hulbert is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Clear Direction Investments and Northridge Farms. His background also includes roles outside finance, such as landscaping and involvement with the Bellingham Golf and Country Club. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and employer-sponsored Corporate Financial Planning agreements.

General estate planning guidance
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Helen L

Series 66

Seattle, WA

Morgan Stanley

Helen Lee is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and with 21 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm emphasizes tailored financial planning using firm-approved tools and serves clients through both direct and corporate financial planning arrangements.

General estate planning guidance
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Michael V

Series 63, Series 65

Seattle, WA

Morgan Stanley

Michael Vint is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 designations and seven years of industry experience. He previously worked at Goldman Sachs & Co. LLC and was affiliated with the University of Washington. Outside of his advisory role, he is involved with Powersports Northwest LLC as an investor and board member. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm‑approved tools.

General estate planning guidance
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James N

Series 65, Series 63

Seattle, WA

Morgan Stanley

James Neill is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 65 and Series 63 registrations with 11 years of industry experience. He previously worked at Hightower Advisors and Thrivent Investment Management Inc. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through dedicated advisors and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

General estate planning guidance
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Regan M

Series 63, Series 65

Seattle, WA

Morgan Stanley

Regan Mueller is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Mueller was also involved in forming Mueller Capital Seattle, a private investment entity. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning solutions without providing individual security recommendations within standalone planning programs.

General estate planning guidance
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