Wyatt M Updegraff
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan StanleyJun 2026 to now
- Modern Wealth ManagementNov 2025 to Jun 2026
- Charles Schwab & Co., Inc.Jun 2023 to Nov 2025
- UnemployedApr 2023 to Jun 2023
- Guild Mortgage CompanyJan 2022 to Apr 2023
- Doordash, IncAug 2021 to Jan 2022
- Bay Alarm CompanyJun 2021 to Aug 2021
- UnemployedMay 2021 to Jun 2021
- Techtronic IndustriesJun 2020 to Aug 2020
- Alpine Meadows Ski ResortJan 2019 to Feb 2019
- Pizza GuysSep 2017 to Dec 2017
- Full Time EducationAug 2016 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (CA, HI, 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
- 7734274
- Firm CRD
- 149777