Nona Avetisyan
Investment adviser representative at Morgan Stanley
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2TFirm assets
Are you Nona Avetisyan? Claim your profile
Contact this firm
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 StanleySep 2025 to now
- Morgan Stanley Private Bank, N.ASep 2025 to now
- Charles Schwab & Co., Inc.Sep 2023 to Sep 2025
- Charles Schwab Bank, SsbSep 2023 to Sep 2025
- Morgan Stanley Private Bank, N.AOct 2021 to Sep 2023
- Morgan Stanley Smith Barney LLCOct 2021 to Sep 2023
- UBS Financial Services, Inc.Dec 2014 to Oct 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 3 states (DC, TX, VA).
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
- 6425082
- Firm CRD
- 149777