Tomas Riley Langholtz
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan StanleyOct 2022 to now
- Fintech Consulting Aptask Contracting Under Morgan StanleyAug 2022 to Oct 2022
- UnemployedJun 2022 to Jul 2022
- State Bank of Southern UtahJan 2022 to May 2022
- Best Western Town & CountrySep 2021 to Feb 2022
- Courtyard By MarriottSep 2021 to Dec 2021
- Unemployed/college StudentMar 2020 to Sep 2021
- Construction MonitorAug 2019 to Mar 2020
- Unemployed/college StudentJul 2018 to Aug 2019
- Xcite SatelliteApr 2018 to Jul 2018
- Unemployed/college StudentAug 2017 to Apr 2018
- Murray City CemetaryMay 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7610754
- Firm CRD
- 149777