Evan Sarno
Investment adviser representative at Morgan Stanley
19 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Evan Sarno? 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
19 years in the industry.
- Morgan StanleyAug 2025 to now
- Tiger Infrastructure PartnersJun 2024 to Jul 2024
- Alvarez & Marsal CapitalJun 2023 to Jul 2023
- Morgan StanleyJun 2022 to Jul 2022
- University of Wisconsin-madisonAug 2021 to May 2025
- Grace Church SchoolSep 2017 to May 2021
- Saint David's SchoolSep 2007 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7542697
- Firm CRD
- 149777