Parker Rutland
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Parker Rutland? 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
10 years in the industry.
- Morgan Stanley Private Bank, N.AApr 2020 to now
- Morgan StanleyJan 2020 to now
- Morgan Stanley Smith Barney LLCJan 2020 to now
- Bank of America, N.A.Apr 2019 to Jan 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2019 to Jan 2020
- UnemployedNov 2018 to Mar 2019
- ConnorsSep 2018 to Oct 2018
- Enchanted ForestAug 2018 to Oct 2018
- UnemployedMar 2018 to Jul 2018
- Bank of America, N.A.Nov 2017 to Feb 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Mar 2018
- UnemployedOct 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 6823185
- Firm CRD
- 149777