Nicholas T Magers
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.
- Morgan StanleyFeb 2025 to now
- Morgan Stanley Private Bank, N.AFeb 2025 to now
- Morgan Stanley Smith Barney LLCFeb 2025 to now
- Edward JonesOct 2022 to Feb 2025
- Bank of America, N.A.May 2022 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to Oct 2022
- Magers 2020 RanchesJun 2020 to Sep 2022
- California State University, ChicoAug 2017 to Dec 2019
- Bute CollegeJan 2017 to May 2017
- Arizona State UniversityAug 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7512990
- Firm CRD
- 149777