Nathan P Moyer
Investment adviser representative at Morgan Stanley
15 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Nathan P Moyer? Claim your profile
Contact this firm
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.
- Morgan StanleySep 2022 to now
- Morgan Stanley Private Bank, N.A.Sep 2022 to now
- Morgan Stanley Smith Barney LLCSep 2022 to now
- Mass Mutual Life Insurance CompanyOct 2021 to Sep 2022
- MML Investors Services, LLCOct 2021 to Sep 2022
- DoordashMay 2021 to Sep 2021
- Olive Tree CafeSep 2020 to May 2021
- UnemployedApr 2020 to Sep 2020
- Wilmington Country ClubSep 2019 to Apr 2020
- Creditshop LLCMay 2018 to Aug 2018
- Grain Craft Bar and KitchenMar 2018 to Aug 2018
- Horizon Riverfront Ice Skating RinkNov 2016 to Mar 2020
- Wilmington Country ClubMay 2015 to Aug 2019
- StudentSep 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (DE, 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
- 7456468
- Firm CRD
- 149777