Isaac Mitchell
Investment adviser representative at Morgan Stanley
25 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
25 years in the industry.
- Morgan StanleyAug 2024 to now
- Be WealthJan 2024 to Jun 2024
- Yale UniversityAug 2023 to Dec 2023
- Commerce BankMay 2023 to Aug 2023
- Yale UniversityAug 2022 to May 2023
- Be WealthMay 2022 to Aug 2022
- Yale UniveristyAug 2021 to May 2022
- Yale School of ManagementMay 2021 to Aug 2021
- Yale UniversityAug 2020 to May 2021
- UpsMay 2020 to Aug 2020
- Yale UniversityAug 2019 to May 2020
- Soundview LandscapingJun 2019 to Aug 2019
- Public Elementary, Middle, and High SchoolMay 2001 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7564051
- Firm CRD
- 149777