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John A Armstrong

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 StanleySep 2021 to now
  2. UnemployedNov 2020 to Sep 2021
  3. JPMorgan Securities, LLC.Oct 2018 to Nov 2020
  4. JPMorgan Chase Bank, N.A.Sep 2018 to Nov 2020
  5. Quinnipiac UniversitySep 2014 to May 2018
  6. Armstrong Fence CompanyMay 2014 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (CT, 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
7031587
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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