Muhammed Syed
Investment adviser representative at Morgan Stanley
15 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
15 years in the industry.
- Morgan Stanley Private Bank, N.AMay 2024 to now
- Morgan StanleyJan 2022 to now
- Morgan Stanley Smith Barney LLCNov 2021 to now
- E*trade Securities LLCOct 2022 to Sep 2023
- UnemployedJul 2021 to Nov 2021
- Raymond James and Associates, Inc.Jan 2021 to Jun 2021
- UnemployedApr 2020 to Jan 2021
- InvestresOct 2018 to Apr 2020
- Department of DefenseNov 2017 to Oct 2018
- The Claremont InstituteMay 2014 to Nov 2017
- Claremont Graduate UniversitySep 2011 to Jul 2021
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
- 7332556
- Firm CRD
- 149777