Ashton M Ellis
Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Ashton M Ellis? 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
11 years in the industry.
- Morgan Stanley Private Bank, N.ASep 2026 to now
- Morgan StanleyJun 2026 to now
- Southwestern UniversityAug 2025 to May 2026
- Morgan StanleyJun 2025 to Jul 2025
- Southwestern UniversityAug 2022 to Jun 2025
- Associated TerminalsJun 2022 to Jul 2022
- Catholic High SchoolAug 2018 to Jun 2022
- St. AloysuisJan 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 8105870
- Firm CRD
- 149777