Erin M Cody
Investment adviser representative at Morgan Stanley
12 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
12 years in the industry.
- Morgan Stanley Private Bank, N.AMar 2026 to now
- Morgan StanleyMay 2025 to now
- Morgan Stanley Smith Barney LLCMay 2025 to now
- Bank of America, N.A.Feb 2025 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to May 2025
- Equitable Advisors, LLCJun 2024 to Nov 2024
- Oswego Men's Ice Hockey TeamApr 2021 to Jun 2024
- Suny OswegoAug 2020 to May 2024
- Bill GraysMay 2019 to Oct 2024
- Aquinas InstituteSep 2014 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7942269
- Firm CRD
- 149777