Samuel L Greenberg
Investment adviser representative at Morgan Stanley
10 yearsExperience
3 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
- Unemployed - Career ChangeMar 2025 to Dec 2025
- BrelliumNov 2024 to Mar 2025
- David EnergyJun 2023 to Oct 2024
- DarktraceAug 2022 to May 2023
- Privva/ SmarshJun 2020 to Jul 2022
- The University of Texas At Austin AthleticsJan 2020 to Apr 2020
- Austin FcJun 2018 to Aug 2019
- The University of Texas At Austin AthleticsOct 2016 to May 2018
- The University of Texas At AustinAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 8197560
- Firm CRD
- 149777