Thet H Myothwe
Investment adviser representative at Morgan Stanley
26 yearsExperience
2 statesRegistered 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
26 years in the industry.
- Morgan StanleyApr 2023 to now
- United Planners Financial ServicesAug 2022 to Apr 2023
- Proxy Wealth Advisors LLCMar 2021 to Apr 2023
- Thet Myothwe, Insurance AgentOct 2019 to Apr 2023
- Northwestern Mutual Life Insurance CompanyOct 2019 to Jan 2021
- SelfApr 2019 to Oct 2019
- Yoma BankMar 2017 to Mar 2019
- SelfDec 2016 to Feb 2017
- Charles Schwab CoJun 2000 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
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
- 4155906
- Firm CRD
- 149777