Connor D Brown
Investment adviser representative at Morgan Stanley
21 yearsExperience
3 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
21 years in the industry.
- Morgan StanleyMay 2022 to now
- Cincinnati RedsFeb 2022 to Apr 2022
- Impact ProductsMay 2021 to Jul 2021
- Toledo MudhensApr 2021 to Aug 2021
- Cincinnati RedsFeb 2021 to Apr 2021
- Impact ProductsApr 2020 to Sep 2020
- Cincinnati RedsFeb 2020 to Apr 2020
- Morgan StanleyMay 2019 to Aug 2019
- Grand Canyon UniversityAug 2018 to Apr 2022
- Emmanuel Christian SchoolAug 2005 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (MI, OH, 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
- 7099264
- Firm CRD
- 149777