Michael Louis Eugeni
Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Michael Louis Eugeni? Claim your profile
Contact this firm
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
10 years in the industry.
- Morgan StanleyMay 2025 to now
- Russell Tobin (morgan Stanley)Nov 2024 to May 2025
- N/aMay 2024 to Nov 2024
- CattlemensSep 2023 to Dec 2023
- United Mergers & Acquisitions ConsultantsApr 2023 to Jul 2024
- Btl LLCOct 2022 to Oct 2024
- Sonoma State UniversityAug 2022 to May 2024
- Texas RoadhouseOct 2021 to Jul 2022
- Modesto Junior CollegeJun 2020 to Dec 2022
- Los Altos High SchoolAug 2016 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
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
- 7999257
- Firm CRD
- 149777