LPL Financial
46yrs
Top advisor by experience in Sandy
11yrs
Based in Sandy, Utah, Bryan Martin is a fiduciary financial advisor with 11 years of industry experience. Bryan joined Morgan Stanley in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 364 advisors with offices in Sandy, and one of 353 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 52% of advisors in Sandy
Office200 West Civic Center Drive, Sandy, UT 84070
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2024 – nowMorgan StanleyCurrent firm
Contact Bryan
200 West Civic Center DriveSandy, UT 84070Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Bryan
How do I contact Bryan?
Call Morgan Stanley at (914) 225-5510 and ask for Bryan Martin. Bryan works from the Sandy, UT office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2015, about 11 years. More experience than 52% of advisors in Sandy.
What licenses does Bryan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Bryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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