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Andrey Movsesyan

Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$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

11 years in the industry.

  1. Morgan StanleyMar 2026 to now
  2. Morgan Stanley Smith Barney LLCMar 2026 to now
  3. Bank of America, N.A.Apr 2021 to Mar 2026
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2021 to Mar 2026
  5. Bbva Compass Insurance Agency Inc.Mar 2018 to Mar 2021
  6. Bbva Wealth Solutions, Inc.Dec 2017 to Mar 2021
  7. Bbva Securities Inc.Nov 2017 to Mar 2021
  8. Compass BankSep 2017 to Mar 2021
  9. Prudential FinancialApr 2015 to Sep 2017

Designations

  • CFA
  • CFP® certification

Exams passed

  • 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
5223177
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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