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Bridget A Chambers

Investment adviser representative at Morgan Stanley
11 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

11 years in the industry.

  1. Morgan StanleySep 2023 to now
  2. Morgan Stanley Smith Barney LLCMar 2023 to now
  3. E*trade Capital Management LLCNov 2020 to Sep 2023
  4. E*trade Securities LLCNov 2020 to Sep 2023
  5. Fidelity Brokerage Services LLCSep 2018 to Sep 2020
  6. The Prudential Insurance Company of AmericaMar 2018 to Jul 2018
  7. Pruco Securities, LLCDec 2017 to Mar 2018
  8. Engel & V�lkersMar 2016 to Oct 2018
  9. Utah LodgingDec 2015 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (UT).

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
6896408
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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