Nathan A Stevens
Investment adviser representative at Morgan Stanley
14 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
14 years in the industry.
- Morgan StanleySep 2025 to now
- JPMorgan Chase Bank, NAMar 2025 to Aug 2025
- JPMorgan Securities LLCFeb 2023 to Mar 2025
- JPMorgan Chase Bank, NANov 2020 to Feb 2023
- UnemployedJul 2020 to Oct 2020
- Triple Crown ConsultingAug 2019 to Jun 2020
- US XpressAug 2018 to Aug 2019
- Arizona State UniversityAug 2014 to Aug 2018
- StarbucksJul 2012 to Sep 2018
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 (AZ, 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
- 7703462
- Firm CRD
- 149777