Dylan Cunningham
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan Stanley Private Bank, N.AMar 2026 to now
- Morgan StanleyJan 2026 to now
- EmpowerApr 2022 to Dec 2025
- Guaranteed RateApr 2020 to Apr 2022
- Transamerica (aerotek)Dec 2019 to Mar 2020
- Reins International (gyu-kaku)Oct 2019 to Nov 2019
- Denver Event StaffingMay 2019 to Oct 2019
- Sni CompaniesMay 2019 to Oct 2019
- Bad Daddy Burger BarFeb 2019 to Jun 2019
- 5280 Burger BarOct 2018 to Jan 2019
- Cherry CricketApr 2018 to Oct 2018
- Vail Resorts (ssi Ventures)Aug 2017 to Apr 2018
- Melt Bar and GrilledApr 2017 to Aug 2017
- Chuy'sMar 2017 to Apr 2017
- Larosa'sJan 2017 to Mar 2017
- Marco's PizzaAug 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 6505997
- Firm CRD
- 149777