Andrew Emerson
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.
- Morgan StanleyJan 2026 to now
- LPL Financial LLCMar 2025 to Jan 2026
- Wintrust InvestmentsMar 2025 to Jan 2026
- Osaic Institutions, Inc.Nov 2023 to Mar 2025
- Macatawa BankMay 2023 to Mar 2025
- Bdo USA, LLPJun 2022 to Aug 2022
- Hope College Campus SafetySep 2021 to Jan 2023
- Knollwood Country ClubMay 2021 to Sep 2021
- Hope College Kletz MarketOct 2020 to Jan 2021
- Hope CollegeAug 2019 to May 2023
- Nino SalvagiosDec 2018 to May 2019
- Bloomfield Hills High SchoolSep 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7742155
- Firm CRD
- 149777