Nicholas Rubinowicz
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.
- Morgan StanleyJun 2026 to now
- Federated Global Investment Management Corp.Jan 2024 to May 2026
- Federated Hermes Inc.Jan 2024 to May 2026
- Federated Investment CounselingJan 2024 to May 2026
- Federated Securities Corp.Jan 2024 to May 2026
- Mdt Advisers, A Division of Federated Mdta LLCJan 2024 to May 2026
- UBS Financial Services IncDec 2020 to Dec 2023
- Hays Talent Solutions (temp Company)Feb 2020 to Dec 2020
- Magen Wealth Management LLCJul 2019 to Feb 2020
- Oracle CorporationApr 2019 to Jul 2019
- Non ApplicableJan 2019 to Mar 2019
- University of MarylandSep 2018 to Dec 2018
- Oracle CorporationJun 2018 to Aug 2018
- University of MarylandSep 2017 to May 2018
- Beta Capital Securities LLCJul 2017 to Aug 2017
- University of MarylandJun 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7226197
- Firm CRD
- 149777