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Randy C Brown

Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2TFirm assets

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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

11 years in the industry.

  1. Morgan Stanley Private Bank, N.AJul 2026 to now
  2. Morgan StanleyMay 2026 to now
  3. Morgan Stanley Smith Barney LLCMay 2026 to now
  4. Bank of America N.A.Mar 2023 to May 2026
  5. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2023 to May 2026
  6. Equitable Advisors, LLCFeb 2022 to Jan 2023
  7. Apollo Power WashingApr 2021 to Oct 2022
  8. Texas A&m Corpus ChristiJan 2021 to Dec 2022
  9. Howard Hanna Real EstateJan 2021 to Apr 2021
  10. Built By BitsOct 2020 to Jan 2021
  11. Miami UniversityJan 2017 to Dec 2019
  12. United States ArmyJan 2015 to Jan 2021

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2022

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
7498751
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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