Monique Michelle Morrison
Investment adviser representative at Morgan Stanley
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2TFirm assets
Are you Monique Michelle Morrison? Claim your profile
Contact this firm
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
18 years in the industry.
- Morgan StanleyJan 2023 to now
- Royal Alliance Associates, Inc.Jun 2022 to Dec 2022
- Golden Gate UniversityJan 2022 to May 2022
- Origin FinancialNov 2021 to Jan 2022
- Golden Gate UniversitySep 2021 to Nov 2021
- UnemployedApr 2021 to Aug 2021
- Charles Schwab & Co., Inc.Jan 2017 to Mar 2021
- Charles Schwab BankJan 2017 to Mar 2021
- Scottrade, Inc.Jun 2008 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2017
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
- 5109948
- Firm CRD
- 149777