Ian Ratner
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.
- Morgan StanleyJun 2026 to now
- J.P. Morgan Securities, LLCOct 2025 to Jun 2026
- JPMorgan Chase Bank, N.A.Oct 2025 to Jun 2026
- UnemployedAug 2025 to Sep 2025
- Graystone ConsultingJan 2025 to Jul 2025
- Arthur J GallagherNov 2023 to Jan 2025
- Morgan Stanley, Garden CityApr 2023 to Nov 2023
- UnemployedFeb 2023 to Mar 2023
- New York Life Insurance CompanyJul 2022 to Jan 2023
- UnemployedJul 2020 to Jun 2022
- Fantastic Sports StoreDec 2019 to Jun 2020
- UnemployedJun 2019 to Nov 2019
- TargetJun 2018 to Aug 2018
- Empire Wine & SpiritsApr 2018 to May 2018
- University At AlbanyAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7604910
- Firm CRD
- 149777