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Nathan Douglas Gilmour

Investment adviser representative at Morgan Stanley
11 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

11 years in the industry.

  1. Morgan StanleyNov 2024 to now
  2. Huntington Learning CenterAug 2023 to Jan 2024
  3. Hendricks Behavioral HospitalAug 2022 to Oct 2024
  4. Butler University Health and RecreationDec 2021 to May 2022
  5. Two Men and a TruckJun 2020 to Jan 2021
  6. Butler UniversityAug 2019 to May 2022
  7. Deerfoot LodgeJun 2019 to Aug 2023
  8. Mariano'sNov 2016 to Apr 2017
  9. Wheaton North High SchoolAug 2015 to May 2019
  10. Wheaton Park DistrictApr 2015 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (IL, 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
7996779
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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