Preston T Nevil-rincon
Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Preston T Nevil-rincon? Claim your profile
Contact this firm
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
10 years in the industry.
- Morgan StanleyJun 2025 to now
- UnemployedNov 2024 to Jun 2025
- Trinity Wealth Securities, LLCMay 2023 to Nov 2024
- Florida Financial Advisors dba Georgia Financial AdvisorsAug 2022 to Nov 2024
- 30 BarJan 2022 to Mar 2024
- University of GeorgiaSep 2019 to Dec 2021
- VantageMay 2019 to Aug 2019
- University of GeorgiaAug 2018 to May 2019
- VivintMay 2018 to Aug 2018
- University of GeorgiaAug 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7609766
- Firm CRD
- 149777