Cody Helepiko
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan StanleyOct 2025 to now
- SunrunMay 2024 to Jul 2025
- Morgan StanleySep 2023 to Apr 2024
- E*trade Securities LLCMar 2023 to Sep 2023
- AmazonFeb 2023 to Mar 2023
- Global Payments IntegratedAug 2022 to Jan 2023
- SunrunAug 2021 to Jun 2022
- Bright Solar MarketingJun 2021 to Jul 2021
- Proctor & GambleJun 2019 to May 2021
- Loma Linda UniversityAug 2018 to Apr 2019
- AmazonMay 2018 to Jun 2018
- SofiOct 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
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
- 7696420
- Firm CRD
- 149777