Unclaimed Profile

Mark Julien Thompson

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC·GREENWOOD VILLAGE, Colorado

SIE, Series 3, Series 7, Series 9, Series 10, Series 23, Series 24, Series 66Clean record17 years registeredMORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC

5299 DTC BLVD., SUITE 1000, GREENWOOD VILLAGE, CO 80111CRD# 5348637Firm CRD# 149122

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Julien Thompson · GREENWOOD VILLAGE, CO

Registration

CRD #5348637 · MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC · 17 years registered

Brand Profile

Not yet started

Career History

CRESSET ASSET MANAGEMENT, LLC

Mar 2026 – present

MORGAN STANLEY

Oct 2018 – Mar 2026

Rye, NY

RAYMOND JAMES & ASSOCIATES, INC.

Jun 2015 – Sep 2018

New York, NY

MORGAN STANLEY

Jun 2009 – Jul 2013

BOSTON, MA

MORGAN STANLEY & CO. INCORPORATED

Dec 2008 – Jun 2009

PURCHASE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 23

Series 24

Series 66

Registration record

First registered · December 24, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC

CRD 149122 · SEC 801-69938

AUM

$7.7B

Regulatory assets under management

Employees

69 client accounts

Services offered by MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Mark Julien Thompson offer?

Mark Julien Thompson specializes in Wealth Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Mark Julien Thompson's credentials?

Mark Julien Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Julien Thompson located?

Mark Julien Thompson is based in GREENWOOD VILLAGE, Colorado, working with MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Mark Julien Thompson charge for services?

Mark Julien Thompson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC?

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC has approximately 51 employees and manages $7.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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