Lindsey E Sawicki
Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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
12 years in the industry.
- Morgan StanleyAug 2024 to now
- UnemployedMay 2024 to Aug 2024
- Empower Advisory Group, LLCDec 2023 to May 2024
- Empower Financial Services, IncDec 2023 to May 2024
- UnemployedAug 2023 to Dec 2023
- Morgan Stanley Smith Barney LLCMay 2021 to Aug 2023
- Vib Cycle LLCMay 2017 to Nov 2022
- Charles Schwab & Co., Inc.Jul 2014 to May 2017
- Charles Schwab BankJul 2014 to May 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2014
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AK, 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
- 5909822
- Firm CRD
- 149777