Andrew J Wagnaar
Investment adviser representative at Morgan Stanley
13 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
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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
13 years in the industry.
- Morgan StanleySep 2022 to now
- Charles Schwab Bank, SsbApr 2022 to Sep 2022
- Charles Schwab Premiere BankApr 2022 to Sep 2022
- Charles Schwab Trust BankApr 2022 to Sep 2022
- Charles Schwab & Co., Inc.Apr 2021 to Sep 2022
- TD Ameritrade Inc.Jan 2018 to Apr 2021
- Scottrade Inc.Aug 2009 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 3123604
- Firm CRD
- 149777