Liam P Spencer
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.AJan 2026 to now
- Morgan StanleyMay 2025 to now
- Outlier AiJun 2024 to May 2025
- N/aFeb 2024 to Jun 2024
- Economy CandySep 2023 to Jan 2024
- N/aSep 2022 to Sep 2023
- 220 EastJan 2022 to Aug 2022
- Morgan StanleyOct 2021 to Dec 2021
- N/aJul 2021 to Oct 2021
- Guaranteed Rate AffinityApr 2020 to Jun 2021
- Guaranteed RateJan 2020 to Apr 2020
- N/aSep 2019 to Jan 2020
- Joe's PlaceJan 2018 to Aug 2019
- N/aJan 2017 to Jan 2018
- Williams SonomaAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7450086
- Firm CRD
- 149777