Troy Keith Pewitt
Investment adviser representative at Morgan Stanley
34 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2TFirm assets
Are you Troy Keith Pewitt? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Morgan Stanley Private Bank, N.A.Sep 2019 to now
- Morgan StanleyAug 2019 to now
- Morgan Stanley Smith Barney LLCAug 2019 to now
- Bank of America, N.A.Aug 2011 to Aug 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 1992 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2280500
- Firm CRD
- 149777