Joshua Ryan Mrozik
Investment adviser representative at Morgan Stanley
12 yearsExperience
3 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
12 years in the industry.
- Morgan StanleyJul 2026 to now
- Morgan StanleyJan 2024 to Jun 2026
- LPL Financial LLCApr 2023 to Dec 2023
- Hudson Valley Credit UnionSep 2022 to Dec 2023
- Westchester Country ClubMay 2022 to Sep 2022
- Rite AidNov 2021 to Mar 2022
- Marist CollegeAug 2019 to May 2022
- Siena CollegeAug 2018 to Aug 2019
- UnemployedJun 2018 to Aug 2018
- The Mother ConnectionAug 2017 to Jun 2018
- SearsApr 2017 to Aug 2017
- Bj's Wholesale ClubApr 2016 to Apr 2017
- Lake Land High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (CT, 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
- 7730587
- Firm CRD
- 149777