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Dylan G Young

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.

  1. Morgan StanleyMay 2022 to now
  2. Peachtree PlanningMay 2021 to May 2022
  3. Hampton InnJan 2021 to May 2021
  4. Southern Event ManagementDec 2020 to Jan 2021
  5. BaumhowersNov 2020 to Dec 2020
  6. Walt Disney CompanyJan 2020 to Apr 2020
  7. Auburn UniversityJan 2019 to Dec 2020
  8. Southern Union State Community CollegeJan 2018 to May 2018
  9. Auburn University of MontgomeryAug 2017 to Dec 2017
  10. Enterprise State Community CollegeAug 2015 to May 2017
  11. Chem-dryJun 2015 to Aug 2020

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (AL, 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
7397002
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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