Chyanne Katherine Roman
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 StanleyFeb 2025 to now
- Morgan Stanley Smith Barney LLCDec 2024 to now
- Charles Schwab & Co., Inc.Jan 2023 to Nov 2024
- Related CompaniesNov 2021 to Nov 2022
- Twinkle ToesSep 2021 to Nov 2021
- David's BridalAug 2021 to Oct 2021
- Dove CoteJun 2021 to Aug 2021
- Self-employedMay 2020 to Dec 2022
- UnemployedSep 2019 to Apr 2020
- Olive GardenJul 2019 to Feb 2020
- Moe's Southwest GrillDec 2018 to Feb 2019
- Educational Play CareFeb 2018 to Jun 2019
- Forever 21Nov 2017 to Jan 2018
- HootersFeb 2017 to Sep 2018
- OutbackNov 2016 to Mar 2017
- Kohl'sNov 2016 to Jan 2017
- Full-time EducationSep 2016 to Feb 2018
- Kidco Child Care CenterAug 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7668807
- Firm CRD
- 149777