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Gemma J Coster

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 StanleyDec 2025 to now
  2. Rainier TitleOct 2025 to Nov 2025
  3. Umpqua/columbia BankOct 2023 to Oct 2025
  4. Na - UnemployedJul 2023 to Oct 2023
  5. MacysApr 2023 to Jul 2023
  6. Rise Law GroupJan 2023 to Mar 2023
  7. Jackson County Library DistrictAug 2022 to Jan 2023
  8. John L. ScottJan 2022 to Aug 2022
  9. Valley Immediate CareNov 2021 to Jan 2022
  10. Athena InteriorsOct 2021 to Nov 2021
  11. Louies Bar & GrillMar 2020 to Sep 2021
  12. Higher Power Raw FoodsJun 2019 to Mar 2020
  13. Plaza Inn & SuitesJun 2018 to May 2019
  14. Education - Ashland High SchoolJun 2014 to Jun 2018

Exams passed

  • 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
8186766
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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