Austin Tanner
Investment adviser representative at Morgan Stanley
12 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Austin Tanner? 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
12 years in the industry.
- Morgan StanleyJun 2025 to now
- J.P. Morgan Securities LLCApr 2024 to Jun 2025
- JPMorgan Chase Bank, N.A.Apr 2024 to Jun 2025
- UnemployedMar 2024 to Mar 2024
- Masterworks Advisers, LLCJan 2024 to Feb 2024
- Fidelity InvestmentsMar 2023 to Apr 2023
- Thrivent FinancialFeb 2023 to Jan 2024
- Summit Foot and AnkleJan 2022 to Mar 2023
- Intermountain HealthcareJun 2021 to Feb 2022
- Bcp Legacy LLCMar 2021 to Aug 2021
- Utah Valley UniversityJan 2021 to Aug 2021
- UnemployedNov 2020 to Dec 2020
- Vasa FitnessMay 2020 to Oct 2020
- Chrysalis Inc.Dec 2019 to May 2020
- UnemployedJul 2019 to Dec 2019
- Tommy's BoatsMar 2019 to Jun 2019
- Corporate PropertiesFeb 2019 to Mar 2019
- UnemployedMay 2018 to Jan 2019
- Corporate PropertiesSep 2017 to May 2018
- Ssi Venture, LLCAug 2017 to Oct 2017
- UnemployedJul 2017 to Jul 2017
- Papa John's International, Inc.Jan 2017 to Jun 2017
- UnemployedApr 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7698884
- Firm CRD
- 149777