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Evan Thomas Rehberger

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.

  1. Morgan StanleyAug 2025 to now
  2. Omron HealthcareJun 2025 to Aug 2025
  3. District BrewingJan 2025 to Jun 2025
  4. Swiftwater CellarsOct 2022 to Apr 2023
  5. City of FerndaleJun 2022 to Aug 2024
  6. Central Washington UniversitySep 2021 to Jun 2025
  7. West Side PizzaSep 2021 to May 2022
  8. Black Forest Steak HouseOct 2020 to Apr 2021
  9. Bobs Burgers and BrewSep 2020 to Oct 2020
  10. Cjs Beach HouseJul 2020 to Aug 2021
  11. Birch Bay WaterslidesJun 2019 to Sep 2019
  12. Enfield FarmsJun 2018 to Aug 2018
  13. Ferndale High SchoolSep 2017 to Jun 2021
  14. Horizon Middle SchoolSep 2014 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

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
8126960
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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