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Degar Ro

Investment adviser representative at Morgan Stanley
13 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

13 years in the industry.

  1. Morgan StanleyJun 2026 to now
  2. U.S. Bancorp Advisors, LLCFeb 2026 to Jun 2026
  3. U.S. Bancorp Investments, Inc.Mar 2022 to Feb 2026
  4. New Life Presbyterian Church of ArizonaSep 2021 to Dec 2023
  5. Kaju Soft Tofu RestaurantJun 2019 to Oct 2019
  6. Gogiya RestaurantMar 2019 to Jun 2019
  7. U.S. BankFeb 2019 to Oct 2023
  8. Red Palace RestaurantDec 2018 to Mar 2019
  9. Sake2me RestaurantSep 2018 to Dec 2018
  10. Hamjipark RestaurantFeb 2018 to Sep 2018
  11. Stoneledge Furniture LLCSep 2017 to Feb 2018
  12. Heaven's ColorsMay 2017 to Dec 2020
  13. Sooksok KaraokeMay 2017 to Sep 2017
  14. Bank of AmericaSep 2013 to Apr 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (AZ, 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
7523855
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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