Edmond Presz
Investment adviser representative at Morgan Stanley
13 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
13 years in the industry.
- Morgan StanleyMar 2025 to now
- Charles Schwab & Co., Inc.Jun 2023 to Mar 2025
- M Group & AssociatesMay 2021 to Sep 2021
- Arizona State University EnterAug 2020 to May 2023
- Dominos PizzaOct 2019 to Jun 2020
- Paradise SplashAug 2019 to Sep 2019
- UnemployedJan 2018 to Aug 2019
- Stonefire GrillSep 2017 to Jan 2018
- UnemployedJul 2017 to Sep 2017
- Flodesign SonicsJun 2017 to Jul 2017
- UnemployedJun 2013 to Jun 2017
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
- 7726219
- Firm CRD
- 149777