Trevor William Schnell
Investment adviser representative at Morgan Stanley
8 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Trevor William Schnell? 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
8 years in the industry.
- Morgan StanleyMay 2022 to now
- Morgan Stanley Smith Barney LLCApr 2022 to now
- Morgan Stanley Private Bank, N.AMay 2023 to Jul 2023
- Equitable Advisors, LLCAug 2019 to Mar 2022
- AXA Advisors, LLCAug 2019 to Jun 2020
- UnemployedMay 2019 to Aug 2019
- Franklin Templeton Distributors, Inc.Sep 2018 to Mar 2019
- Franklin Templeton InvestmentsMay 2018 to Aug 2018
- Quixotes Bar & GrillMar 2016 to May 2019
- Auburn UniversityAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6957818
- Firm CRD
- 149777