Donial Ehzar Nikooei
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 StanleyFeb 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2021 to Jan 2024
- U.S. Bancorp Investments, Inc.May 2020 to Mar 2021
- Uc Irvine - Paul Merage School of BusinessMar 2020 to Jun 2022
- U.S. BankAug 2019 to Mar 2021
- Otf IrvineApr 2019 to Apr 2019
- Pacific Sotheby's International RealtyJan 2017 to Jun 2019
- Orange Theory FitnessSep 2016 to Dec 2016
- Uc IrvineAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7259525
- Firm CRD
- 149777