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Tyler L Hogan

Investment adviser representative at Morgan Stanley
13 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

13 years in the industry.

  1. Morgan StanleyJul 2026 to now
  2. UnemployedFeb 2026 to Jun 2026
  3. RBC CapitalMay 2025 to Feb 2026
  4. Cetera Wealth Services, LLCAug 2024 to May 2025
  5. Rivercrest Financial GroupAug 2024 to May 2025
  6. Rockvam Boatyards Inc.Apr 2024 to Aug 2024
  7. Indiana UniversityAug 2023 to Apr 2024
  8. Minneapolis Golf ClubMay 2023 to Aug 2023
  9. Indiana UniversityAug 2021 to May 2023
  10. Presbyterian Homes & ServicesApr 2021 to Aug 2021
  11. StudentAug 2019 to Apr 2021
  12. Jersey Mike's SubsMay 2018 to Aug 2019
  13. MinorJan 2013 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
7964037
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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