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Frederick Marcel Przekop

Investment adviser representative at Morgan Stanley
19 yearsExperience
2 statesRegistered in
CFADesignation
$2TFirm assets

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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

19 years in the industry.

  1. Morgan Stanley Private Bank, N.AAug 2023 to now
  2. Morgan StanleyJun 2023 to now
  3. Morgan Stanley Smith Barney LLCJun 2023 to now
  4. First Republic Securities Company, LLCApr 2017 to Jun 2023
  5. First Republic Investment Management, Inc.Jun 2007 to Jun 2023

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015

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
4743377
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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