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Wyatt A Ball

Investment adviser representative at Morgan Stanley
12 yearsExperience
1 stateRegistered 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 StanleySep 2025 to now
  2. Amazon - Whole Foods MarketDec 2024 to Aug 2025
  3. Akima - Cloud Lake TechnologyJan 2024 to Dec 2024
  4. Omni Barton CreekMay 2023 to Aug 2023
  5. Source One Homes LLC / Cactus Heritage Holdings LLCApr 2022 to Dec 2023
  6. United States ArmySep 2018 to Mar 2022
  7. UnemployedMay 2018 to Aug 2018
  8. Rush BowlsMay 2017 to Jul 2017
  9. University of ColoradoAug 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State 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
8144671
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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