Colton L Sunderland
Investment adviser representative at Morgan Stanley
13 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Colton L Sunderland? Claim your profile
Contact this firm
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
13 years in the industry.
- Morgan StanleyFeb 2025 to now
- Hello Fitness Online, LLCNov 2023 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsJun 2024 to Nov 2024
- Crunch FitnessOct 2021 to Nov 2023
- New York Life Insurance CompanySep 2021 to Nov 2021
- Fed ExJun 2020 to Jun 2024
- Saint Francis UniversityAug 2017 to May 2021
- Manheim Central High SchoolAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7773933
- Firm CRD
- 149777