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Shamyia I Smith

Investment adviser representative at Morgan Stanley
11 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

11 years in the industry.

  1. Morgan StanleyFeb 2026 to now
  2. Qualified StaffingOct 2025 to Jan 2026
  3. UnemployedJun 2025 to Oct 2025
  4. First Citizens Investor ServicesJun 2025 to Aug 2025
  5. Sports & Social CaryAug 2023 to Nov 2024
  6. J.P. Morgan Securities LLCJul 2023 to Jun 2025
  7. JPMorgan Chase Bank, N.A.Jul 2023 to Jun 2025
  8. Iama LLCJun 2023 to Oct 2025
  9. Perry's Steakhouse & GrilleJun 2023 to Jul 2023
  10. GigproNov 2022 to Aug 2025
  11. Wells Fargo Clearing Services, LLCAug 2022 to Apr 2023
  12. Fidelity InvestmentsMay 2021 to Jul 2022
  13. Pennymac Loan ServicesOct 2020 to May 2021
  14. UnemployedJun 2020 to Oct 2020
  15. Total Quality LogisticsFeb 2020 to Jun 2020
  16. ConduentOct 2019 to Feb 2020
  17. Seagate Seafood & SushiAug 2019 to Nov 2019
  18. AaaDec 2018 to Jun 2019
  19. Piercing PagodaAug 2018 to Dec 2018
  20. Johnson & Wales University Providence CampusSep 2015 to Nov 2019

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (MD).

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
7025248
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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