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Randall M Larsen

Investment adviser representative at Morgan Stanley
11 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

11 years in the industry.

  1. Morgan StanleyJul 2025 to now
  2. RipplingApr 2023 to Apr 2025
  3. Bill.comJul 2022 to Mar 2023
  4. Morgan StanleyJan 2020 to Jul 2022
  5. JP Morgan ChaseJun 2019 to Jan 2020
  6. Marriott Vacations WorldwideOct 2018 to Jun 2019
  7. Vivint SmarthomeMar 2018 to Oct 2018
  8. Clydeco Building SuppliesAug 2017 to Mar 2018
  9. Rooftop AnchorJun 2017 to Aug 2017
  10. Lds ChurchJun 2015 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (TX, UT).

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
7217372
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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