Adviser and broker representative · Morgan Stanley

Neal P. Burgess

CRD 3045206 · Casper, WY

At a glance

Neal P. Burgess is an investment adviser representative with Morgan Stanley in Casper, WY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Neal’s SEC record dates to 2001, about 25 years ago. Neal is also registered as a broker representative.

Current advisory firm

Morgan StanleySince April 2022Casper, WY · $1.96T in regulatory assets

SEC adviser record

Registered since: 2001 (25 years)
Designations: None on file
Exams: Series 63, Series 65
Registered in: 2 states
Also a broker representative: Yes
Disclosures on record: Yes, see the SEC record

AtlasMembers

Neal’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 3 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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