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May Crockett Burkett

Investment adviser representative at Morgan Stanley
12 yearsExperience
1 stateRegistered 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 Stanley Private Bank, N.AOct 2022 to now
  2. Morgan StanleyAug 2022 to now
  3. Koonsfuller HoustonApr 2019 to Jun 2022
  4. Law Office of Robert S. Hoffman, P.L.L.C.Aug 2017 to Apr 2019
  5. Smu Dedman School of LawAug 2014 to May 2017
  6. Bar MethodJun 2014 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (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
7597083
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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