Justin D Bastian
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan StanleyFeb 2026 to now
- UnemployedJun 2025 to Feb 2026
- LPL Enterprise, LLCSep 2024 to Jun 2025
- Osaic Wealth, Inc.Sep 2023 to Sep 2024
- Advisor GroupAug 2021 to Sep 2024
- UnemployedJul 2021 to Aug 2021
- DisysMay 2021 to Jul 2021
- CvsMar 2021 to May 2021
- CarmaxDec 2020 to May 2021
- Exit First RealtyJun 2020 to May 2021
- UnemployedApr 2020 to Jun 2020
- Wells FargoMar 2016 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 5083347
- Firm CRD
- 149777