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Faith M Winslow

Investment adviser representative at Morgan Stanley
15 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

15 years in the industry.

  1. Morgan Stanley Private Bank, N.AMar 2026 to now
  2. Morgan StanleyJun 2022 to now
  3. Morgan Stanley Smith Barney LLCOct 2021 to now
  4. Bryant UniversityAug 2018 to now
  5. Travelers InsuranceJun 2021 to Aug 2021
  6. Axis Advisors LLCApr 2021 to May 2021
  7. Keller Williams Realty, the Mateja GroupJun 2019 to Aug 2020
  8. Tjx Corporations, HomegoodsMay 2018 to Aug 2018
  9. Full-time StudentJan 2011 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (CT, 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
7447541
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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