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Areeba Abdullah

Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered 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

12 years in the industry.

  1. Morgan StanleyOct 2018 to now
  2. Second Harvest Food Bank of Santa Clara and San Mateo CountiesMay 2018 to Oct 2018
  3. UnemployedMar 2018 to Oct 2018
  4. Virtus Partners LLCAug 2017 to Mar 2018
  5. University Recreation and Wellness, University of MarylandAug 2016 to Jun 2017
  6. University of MarylandJan 2014 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

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
7021188
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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