Mirian Vianey Trejo
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 StanleyMar 2026 to now
- U.S. Bancorp Advisors, LLCFeb 2026 to Mar 2026
- U.S. BankNov 2024 to Mar 2026
- U.S. Bancorp Investments, Inc.Nov 2024 to Feb 2026
- Bank of America, N.A.Apr 2023 to Nov 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to Nov 2024
- Whole Foods MarketMar 2021 to Apr 2021
- Bank of AmericaMay 2018 to Aug 2022
- Chambers BankDec 2017 to May 2018
- Hilton Garden InnSep 2016 to Feb 2018
- Walter Chastain-state Farm Insurance AgentMay 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7425389
- Firm CRD
- 149777