Gregory H Heisen
Investment adviser representative at Morgan Stanley
10 yearsExperience
3 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
10 years in the industry.
- Morgan StanleyMay 2022 to now
- Arete Wealth AdvisorsFeb 2022 to Apr 2022
- Arete Wealth ManagementFeb 2022 to Apr 2022
- Independent Brokerage Solutions LLCJun 2021 to Apr 2022
- Masterworks Investor Services LLCJun 2021 to Apr 2022
- Thinknum Alternative DataJan 2020 to May 2021
- UnemployedMay 2019 to Jan 2020
- Bb&t Capital MarketsJun 2018 to Aug 2018
- Carnegie Mellon UniversityAug 2017 to May 2019
- UnemployedJun 2017 to Aug 2017
- Bank of America Merrill LynchAug 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 6107728
- Firm CRD
- 149777