Andrew Joseph Porath
Investment adviser representative at Morgan Stanley
13 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
13 years in the industry.
- Morgan StanleyAug 2022 to now
- Morgan Stanley Smith Barney LLCAug 2022 to now
- Muriel Siebert & Co., Inc.Jul 2021 to Jul 2022
- Prestige Shotcret & GunniteApr 2021 to Jul 2021
- UnemployedMar 2021 to Mar 2021
- Mariner FinanceFeb 2020 to Feb 2021
- UnemployedSep 2019 to Feb 2020
- Back OfficeJul 2019 to Sep 2019
- UnemployedApr 2019 to Jul 2019
- Bank of AmericaJun 2018 to Apr 2019
- StarbucksMay 2017 to Jun 2018
- UnemployedJan 2017 to Apr 2017
- University of South FloridaAug 2013 to Dec 2016
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
- 7415410
- Firm CRD
- 149777