Knetia J Herrera
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan StanleyJun 2025 to now
- Morgan StanleyJan 2021 to May 2025
- Morgan Stanley Private Bank, N.A.Jan 2021 to May 2025
- JP Morgan Chase Bank, N.A.Aug 2019 to Dec 2020
- J.P. Morgan Securities LLCJun 2018 to Dec 2020
- JPMorgan Chase Bank, N.A.Sep 2017 to Oct 2018
- Capital One BankMar 2017 to Aug 2017
- Capital One BankApr 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6974564
- Firm CRD
- 149777