Gunnar T Greathouse
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan Stanley Private Bank, N.ADec 2025 to now
- Morgan StanleyJan 2023 to now
- E*trade Securities LLCMay 2022 to Sep 2023
- Audio LegionJan 2022 to May 2022
- Northwestern MutualOct 2021 to Jan 2022
- DoordashSep 2020 to Oct 2021
- UberMay 2020 to Sep 2020
- Grade PotentialSep 2019 to Oct 2021
- University of TampaAug 2018 to Dec 2021
- N/aApr 2018 to Aug 2018
- Cracker BarrelAug 2017 to Apr 2018
- Olive GardenMar 2017 to Aug 2017
- Lebanon High SchoolOct 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent 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
- 7403664
- Firm CRD
- 149777