Payton Gronnerud
Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Payton Gronnerud? 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
11 years in the industry.
- Morgan StanleyJun 2025 to now
- Lion Street FinancialAug 2024 to Mar 2025
- Blue Ocean Companies LLCAug 2024 to Feb 2025
- J.P. Morgan Securities LLCSep 2023 to Jul 2024
- First Republic Securities Company, LLCJul 2021 to Oct 2023
- Ameriprise FinancialAug 2019 to Jun 2021
- California State University, Long BeachJan 2018 to Jun 2019
- Saddleback Community CollegeAug 2015 to Dec 2018
- TravelingFeb 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6973712
- Firm CRD
- 149777