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Andrew Konigsberg

Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
CFADesignation
$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

11 years in the industry.

  1. Morgan StanleyApr 2026 to now
  2. Morgan Stanley Private Bank, N.A.Apr 2026 to now
  3. Morgan Stanley Smith Barney LLCApr 2026 to now
  4. RBC Capital Markets, LLCMar 2023 to Apr 2026
  5. Goldman Sachs & Co. LLCAug 2021 to Mar 2023
  6. Pacific Investment Management Company LLCOct 2018 to Jul 2021
  7. Pimco Investments LLCOct 2018 to Jul 2021
  8. Morgan Stanley Smith Barney LLCJun 2015 to Sep 2018

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (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
6215131
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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