Annika T Coffman
Investment adviser representative at Morgan Stanley
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Morgan StanleyMar 2026 to now
- J.P. Morgan Securities LLCJul 2024 to Feb 2026
- JPMorgan Chase Bank, N.A.Jul 2024 to Feb 2026
- UnemployedAug 2023 to Jun 2024
- JP Morgan Private BankJun 2023 to Aug 2023
- UnemployedAug 2022 to May 2023
- Sputnik Atx VcMay 2022 to Aug 2022
- UnemployedJan 2021 to May 2022
- Black Rock Coffee BarSep 2020 to Dec 2020
- UnemployedJan 2019 to Aug 2020
- Sub-zero Nitrogen Ice CreamSep 2018 to Dec 2018
- UnemployedJul 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7939749
- Firm CRD
- 149777