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Abryn Neal

Investment adviser representative at Morgan Stanley
15 yearsExperience
1 stateRegistered 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

15 years in the industry.

  1. Morgan StanleyJun 2019 to now
  2. JP Morgan Chase BankJul 2017 to Jun 2019
  3. JP Morgan Securities LLCJul 2017 to Jun 2019
  4. TIAAFeb 2011 to Jul 2017
  5. TIAA-CREF Individual & Institutional Services, LLCFeb 2011 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (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
5278280
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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