Skip to content

Farrahlyn S Vo

Investment adviser representative at Morgan Stanley
20 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

Are you Farrahlyn S Vo? Claim your profile

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

20 years in the industry.

  1. Morgan StanleySep 2024 to now
  2. RBC Capital Markets, LLCJul 2023 to Jul 2024
  3. Oppenheimer & Co. Inc.Feb 2006 to Jun 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 2 states (IL, 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
3241945
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
CallContact this firm