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Grayson Z Cook

Investment adviser representative at Morgan Stanley
10 yearsExperience
3 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.

  1. Morgan StanleyJan 2026 to now
  2. Derian EnterprisesAug 2024 to Dec 2025
  3. Centravest FinancialApr 2022 to Jul 2024
  4. Raymond James Financial Services, Inc.Apr 2022 to Jul 2024
  5. PrmgOct 2021 to Apr 2022
  6. Insync Healthcare SolutionsSep 2021 to Oct 2021
  7. Milestone Mortgage CorpOct 2020 to Sep 2021
  8. UnemployedMay 2020 to Oct 2020
  9. Florida Gulf Coast UniversitySep 2016 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 3 states (NJ, 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
7540204
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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