Curran Robertson
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2TFirm assets
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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
10 years in the industry.
- Morgan StanleyMay 2026 to now
- Morgan Stanley Smith Barney LLCMay 2026 to now
- City National BankNov 2021 to May 2026
- RBC Capital Markets, LLCJan 2021 to May 2026
- UnemployedMay 2020 to Jan 2021
- RBC Capital Markets, LLCMay 2019 to Feb 2020
- Wind N' Sea Volleyball ClubAug 2017 to Apr 2021
- Wallcur LLCMay 2017 to Aug 2017
- Logan CapitalJan 2017 to Apr 2017
- University of San DiegoSep 2016 to May 2020
Designations
- CFP® certification
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
- 7127038
- Firm CRD
- 149777