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Glenn Owen Sneed

Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered 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.

  1. Morgan Stanley Private Bank, N.AJun 2023 to now
  2. Morgan StanleyMay 2023 to now
  3. Morgan Stanley Smith Barney LLCMay 2023 to now
  4. JPMorgan Case Bank, N.A.Jan 2018 to May 2023
  5. JPMorgan Securities, LLCOct 2016 to May 2023

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (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
6712932
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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