Colin J Gleason
Investment adviser representative at Morgan Stanley
11 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
11 years in the industry.
- Morgan StanleyFeb 2025 to now
- UnemployedOct 2024 to Feb 2025
- Forest Hills Financial GroupJun 2024 to Oct 2024
- UnemployedAug 2023 to Jun 2024
- The Wealth AllianceJul 2023 to Aug 2023
- UnemployedAug 2022 to Jul 2023
- Grassi & Co.Jun 2022 to Aug 2022
- UnemployedJan 2022 to Jun 2022
- Elm Global LogisticsMay 2021 to Jan 2022
- Siena CollegeAug 2019 to Jul 2024
- UnemployedFeb 2019 to May 2021
- Zona Italian RestaurantAug 2018 to Feb 2019
- Iga SupermarketAug 2017 to Aug 2018
- Massapequa High SchoolSep 2015 to Jun 2019
- UnemploymentJan 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7939814
- Firm CRD
- 149777