Tate D Schilling

Investment adviser representative at Morgan Stanley

10 yearsExperience

2 statesRegistered in

$2TFirm assets

17 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

These describe the firm as a whole, not only this advisor.

10 years in the industry.

Registered as an investment adviser representative in 2 states (AZ, TX).

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed

2,703,720Clients

23,165Advisers

17 yearsIn business

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.