Andrea Sheneique 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

• 07/2015 → Present
  Morgan Stanley
  Houston, TX
• 07/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2011-01-03 → 2015-06-19
  Wells Fargo Clearing Services, Llc
  Houston, TX
  Missouri City, TX
  Houston, TX
  Missouri City, TX
• 2003-08-21 → 2011-01-03
  Wells Fargo Investments, Llc
  Houston, TX
  Houston, TX
  Missouri City, TX

Exams

• S66 Uniform Combined State Law Examination
  2003-08-20

Other Names

• Andrea Sheneique Booker
• Andrea Sheneique Smith
• Andrea Sheneique Booker Smith
• Andrea Sehneique Booker Smith