Spencer Horowitz
Investment adviser representative at Morgan Stanley
2 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Spencer Horowitz? 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
2 years in the industry.
- Morgan Stanley Private Bank, N.A.Dec 2018 to now
- Morgan StanleyNov 2018 to now
- E*trade Securities LLCJan 2018 to Oct 2018
- Atlanta Athletic ClubOct 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 6905907
- Firm CRD
- 149777