Aaron Maxwell Aubry
Investment adviser representative at Morgan Stanley
8 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
8 years in the industry.
- Morgan StanleyDec 2024 to now
- Morgan Stanley Private Bank, N.A.Dec 2024 to now
- Morgan Stanley Smith Barney LLCOct 2024 to now
- Dentsply SironaSep 2022 to Sep 2024
- Spencer Medical Sales / Paragon 28Jan 2021 to Aug 2022
- UnemployedMay 2020 to Dec 2020
- Verano Holdings, Inc.Feb 2019 to May 2020
- Spring Venture GroupJun 2018 to Nov 2018
- FreightquoteApr 2017 to May 2018
- Life Time, Inc.Nov 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, 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
- 6659300
- Firm CRD
- 149777