Aaron Osei
Investment adviser representative at Morgan Stanley
8 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
8 years in the industry.
- Morgan StanleyOct 2024 to now
- Key Investment Services LLCSep 2024 to Oct 2024
- KeybankSep 2024 to Oct 2024
- Citizens Bank, N/aOct 2022 to Sep 2024
- Citizens Securities, IncJan 2022 to Sep 2024
- Citizens Bank, N.AJan 2022 to Oct 2022
- UnemployedJul 2021 to Dec 2021
- Fidelity InvestmentsMar 2021 to Jul 2021
- Santander Bank, NASep 2019 to Feb 2021
- Santander Securities, LLCSep 2019 to Feb 2021
- MetlifeJan 2019 to Sep 2019
- UnemployedNov 2018 to Dec 2018
- Bank of AmericaAug 2017 to Nov 2018
- CvsJul 2017 to Aug 2017
- UnemployedMay 2017 to Jul 2017
- Citizens BankAug 2016 to May 2017
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 (RI, 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
- 7179804
- Firm CRD
- 149777