Tonya Marie Smith

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley
  Coeur D'ALene, ID

Other Businesses

*707322- Wildflower & Wing; Investment related No; Post Falls, Idaho; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 20; Sales/Marketing

Exams

• S66 Uniform Combined State Law Examination
  2015-04-22
• S63 Uniform Securities Agent State Law Examination
  2001-10-24

Other Names

• Tonya Marie Deshay