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Emma Coyne

Investment adviser representative at Morgan Stanley
11 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

11 years in the industry.

  1. Morgan StanleyOct 2025 to now
  2. Citi BankJul 2023 to Sep 2025
  3. UnemployedJun 2023 to Jun 2023
  4. UBSJun 2022 to Aug 2022
  5. Permit CapitalJun 2021 to Aug 2021
  6. Tulane UniversityAug 2019 to May 2023
  7. UnemployedJul 2019 to Jul 2019
  8. Eastern Regional High SchoolAug 2015 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2024

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
7560222
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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