Edmund William Crotty
Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Edmund William Crotty? 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
11 years in the industry.
- Morgan StanleyJan 2026 to now
- Fidelity InvestmentsFeb 2025 to Dec 2025
- North Florida FinancialMay 2024 to Feb 2025
- Morgan StanleyMay 2023 to Aug 2023
- NascarMay 2022 to Aug 2022
- Florida State UniversityJan 2022 to Dec 2023
- NascarAug 2021 to Dec 2021
- Daytona State UniversityAug 2019 to Aug 2021
- Seabreeze High SchoolAug 2015 to Mar 2019
- Costal KicksJan 2015 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- 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
- 7719065
- Firm CRD
- 149777