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Ishika Cividi

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.

  1. Morgan StanleyMay 2026 to now
  2. Morgan Stanley Smith BarneyApr 2026 to now
  3. Morgan Stanley & Co. LLCJul 2023 to Apr 2026
  4. Full-time StudentMar 2023 to Jul 2023
  5. EquinoxJan 2023 to Mar 2023
  6. Full-time EducationAug 2022 to Jan 2023
  7. ConocophillipsMay 2022 to Aug 2022
  8. Full-time StudentFeb 2022 to May 2022
  9. Tdecu Credit UnionFeb 2021 to Feb 2022
  10. Full-time StudentDec 2020 to Feb 2021
  11. CyclebarJul 2020 to Dec 2020
  12. Republic Roots CoffeeAug 2018 to May 2019
  13. Full-time StudentAug 2015 to Jul 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (NY, 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
7717754
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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