Trey R Wilkes
Investment adviser representative at Morgan Stanley
10 yearsExperience
3 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 2022 to now
- University of North Carolina At Chapel HillAug 2021 to May 2022
- Morgan StanleyJun 2021 to Aug 2021
- University of North Carolina At Chapel HillAug 2020 to May 2021
- Fidelity InvestmentsJun 2020 to Jul 2020
- University of North Carolina At Chapel HillAug 2019 to May 2020
- Five Star Senior LivingMay 2019 to Aug 2019
- University of North Carolina At Chapel HillAug 2018 to May 2019
- Five Star Senior LivingJun 2018 to Aug 2018
- Walpole High SchoolSep 2017 to Jun 2018
- Walpole High SchoolSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 7363305
- Firm CRD
- 149777