Brad A Beier
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
- AmazonJul 2025 to Nov 2025
- Maryville UniversityApr 2025 to Jul 2025
- Home DepotMar 2025 to Apr 2025
- Maryville UniversityAug 2024 to Mar 2025
- Ozark Boat RentalsApr 2024 to Aug 2024
- Maryville UniversityAug 2023 to Apr 2024
- Paradise Tropical RestaurantApr 2023 to Aug 2023
- Maryville UniversityAug 2021 to Apr 2023
- All Star SportsMay 2021 to Aug 2021
- Lutheran SouthAug 2018 to May 2021
- Abiding SaviorAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 8180599
- Firm CRD
- 149777