John C Halip
Investment adviser representative at Morgan Stanley
16 yearsExperience
4 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you John C Halip? 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
16 years in the industry.
- Morgan Stanley Private Bank, N.A.Sep 2019 to now
- Morgan StanleyJul 2019 to now
- Morgan Stanley & Co. IncorporatedSep 2010 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 4 states (CA, CT, NY, 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
- 5518396
- Firm CRD
- 149777