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Thomas Reilly Ring

Investment adviser representative at Morgan Stanley
12 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

12 years in the industry.

  1. Morgan StanleySep 2023 to now
  2. Morgan Stanley Smith Barney LLCJan 2023 to now
  3. E*trade Capital Management LLCFeb 2022 to Sep 2023
  4. E*trade Securities LLCFeb 2022 to Sep 2023
  5. Citizens Securities Inc.Jun 2021 to Jan 2022
  6. UnemployedJan 2021 to Jun 2021
  7. TD AmeritradeJun 2018 to Jan 2021
  8. UnemployedMar 2018 to Jun 2018
  9. Emoney AdvisorJan 2017 to Feb 2018
  10. Fidelity Brokerage Services LLCJun 2014 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 2 states (PA, 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
5868782
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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