Niall Thomas Kaines
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 StanleyJan 2026 to now
- Extended TravelMay 2025 to Jan 2026
- The Hungry ToadOct 2024 to May 2025
- Big Blue BoxesMay 2024 to Aug 2024
- The Hungry ToadApr 2023 to Apr 2024
- University of ColoardoAug 2022 to May 2025
- UnemployedMay 2022 to Aug 2022
- Parking Management CompanyFeb 2022 to May 2022
- Coldstone CreameryOct 2021 to Jan 2022
- Motana State UniversityAug 2021 to May 2022
- City of Fort CollinsMay 2021 to Aug 2021
- City of Fort CollinsJun 2020 to Aug 2020
- Rocky Mountain High SchoolAug 2017 to May 2021
- Blevins Middle SchoolApr 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8187068
- Firm CRD
- 149777