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Nimrit Kaur

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 StanleyFeb 2025 to now
  2. UnemployedJun 2024 to Jan 2025
  3. EquiquantSep 2023 to Feb 2024
  4. Charles SchwabJun 2023 to Aug 2023
  5. Charter Communications (spectrum)Jun 2022 to Aug 2022
  6. MonsoonJun 2021 to Aug 2021
  7. Colorado State UniversityJun 2020 to May 2024
  8. Grandview High SchoolJun 2017 to May 2020
  9. Westfield High SchoolJun 2016 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (CO, 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
7752074
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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