Stephanie A Claeys
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan StanleyJul 2023 to now
- Morgan Stanley & Co. LLCJul 2023 to now
- University of WashingtonAug 2022 to Jun 2023
- Morgan StanleyFeb 2022 to Aug 2022
- University of WashingtonSep 2021 to Feb 2022
- Morgan StanleyFeb 2021 to Jul 2021
- University of WashingtonSep 2020 to Feb 2021
- Crocketts Public HouseJun 2020 to Aug 2020
- Morgan StanleyFeb 2020 to Jun 2020
- University of WashintonSep 2019 to Feb 2020
- N/aJun 2019 to Sep 2019
- Sumner High SchoolSep 2018 to Jun 2019
- UnemployedJun 2018 to Sep 2018
- Sumner High SchoolSep 2017 to Jun 2018
- UnemployedJun 2017 to Sep 2017
- Sumner High SchoolSep 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7229089
- Firm CRD
- 149777