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Maicy A Wear

Investment adviser representative at Morgan Stanley
10 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

10 years in the industry.

  1. Morgan Stanley Private Bank, N.ADec 2024 to now
  2. Morgan StanleySep 2024 to now
  3. UnemployedMay 2024 to Sep 2024
  4. Underhill Financial AdvisorsSep 2023 to May 2024
  5. Morgan StanleyMay 2023 to Aug 2023
  6. Tilly'sJun 2021 to Sep 2021
  7. University of ArizonaAug 2020 to May 2024
  8. Riverfront Investment GroupMay 2020 to Aug 2020
  9. Lakeridge High SchoolSep 2016 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (OR, 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
7737282
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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