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Justin Thai

Investment adviser representative at Morgan Stanley
12 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

12 years in the industry.

  1. Morgan StanleyJan 2023 to now
  2. E*trade Securities LLCJul 2022 to now
  3. Zaxby'sDec 2021 to Jun 2022
  4. Chick-fil-aJan 2021 to Aug 2021
  5. Zaxby'sMay 2020 to Jan 2021
  6. Freddy's Frozen CustardAug 2018 to Oct 2018
  7. University of AlabamaAug 2014 to May 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (GA, 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
7582013
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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