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Marko Paravac

Investment adviser representative at Morgan Stanley
13 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

13 years in the industry.

  1. Morgan StanleyJun 2021 to now
  2. Education At WorkJun 2020 to Feb 2021
  3. Cetera InvestorsMay 2019 to Aug 2019
  4. Arizona State UniversityAug 2017 to May 2021
  5. Artizona Stone LLCMay 2017 to May 2019
  6. Jamba JuiceMay 2017 to Sep 2017
  7. Ironwood High SchoolAug 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (AZ, 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
7121609
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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