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Dustin Dixon

Investment adviser representative at Morgan Stanley
11 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

11 years in the industry.

  1. Morgan StanleyOct 2025 to now
  2. Ettain GroupAug 2024 to Oct 2025
  3. Wells Fargo Clearing ServicesAug 2024 to Oct 2025
  4. Thrivent FinancialDec 2023 to Jul 2024
  5. Thrivent Investment Managment IncDec 2023 to Jul 2024
  6. Sofi Securities, LLCMay 2023 to Dec 2023
  7. Sofi Wealth, LLCMay 2023 to Dec 2023
  8. Morgan StanleyJan 2023 to Apr 2023
  9. E*trade Capital Management LLCJul 2018 to Apr 2023
  10. E*trade Securities LLCJul 2018 to Apr 2023
  11. Prime Insurance CompanyApr 2018 to Jul 2018
  12. E*trade Capital Management LLCApr 2016 to Mar 2018
  13. E*trade Securities LLCApr 2016 to Mar 2018
  14. Dixon Enterprises LLCJan 2015 to Dec 2023

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 2 states (TX, UT).

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
5980252
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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