Evan C Dion
Investment adviser representative at Morgan Stanley
10 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
10 years in the industry.
- Morgan StanleyNov 2025 to now
- Blu On the WaterJun 2021 to now
- South County JuniorsOct 2025 to May 2026
- Coastal1 Credit UnionMay 2025 to Aug 2025
- MeritageOct 2024 to Mar 2025
- ImsportsFeb 2023 to May 2023
- University of Rhode IslandSep 2022 to May 2026
- Bishop Hendricken High SchoolSep 2018 to Jun 2022
- Henry's Tree FarmJun 2017 to Dec 2019
- Alan Shaun Feinstein Middle SchoolSep 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 8178587
- Firm CRD
- 149777