Evan C Riss
Investment adviser representative at Morgan Stanley
14 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Evan C Riss? 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
14 years in the industry.
- Morgan StanleyJun 2025 to now
- National Intercollegiate Lacrosse Officials AssociationFeb 2025 to now
- Southern Lacrosse Officials AssociationMar 2023 to now
- Financial Gravity Family Office Services, LLCOct 2023 to May 2025
- Choptank Annapolis for Atlas RestaurantsAug 2023 to Oct 2023
- Merrill Lynch, Pierce, Fenner & Smith Inc.Nov 2022 to Jul 2023
- Bank of America, N.A.Oct 2022 to Jul 2023
- UnemployedMay 2022 to Oct 2022
- Bank of America Merrill LynchJun 2021 to Aug 2021
- Tressler Game PreserveMay 2020 to Jul 2020
- UnemployedMar 2020 to May 2020
- Tide Creek Financial GroupJun 2019 to Aug 2019
- Columbia AssociationMay 2019 to Aug 2019
- Columbia AssociationMay 2018 to Aug 2018
- Ohio State UniversityAug 2017 to May 2022
- Columbia AssociationMay 2014 to Aug 2017
- Oakland Mills Middle/high SchoolSep 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7390517
- Firm CRD
- 149777