Chazius D Stephens
Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Chazius D Stephens? Claim your profile
Contact this firm
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 StanleyAug 2023 to now
- Olive GardenApr 2023 to now
- WalmartAug 2022 to Aug 2023
- Wells Fargo Clearing ServicesJul 2022 to Aug 2022
- DisysFeb 2022 to Aug 2022
- PagoAug 2021 to Feb 2022
- Fidelity Brokerage Services LLCApr 2020 to Aug 2021
- ChipotleNov 2017 to Nov 2020
- Pizza HutDec 2016 to Apr 2017
- Murray High SchoolAug 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
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
- 7249826
- Firm CRD
- 149777