Trevor William Schnell

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

• 08/2015 → 05/2019
  Auburn University
  Auburn, AL
• 03/2016 → 05/2019
  Quixotes Bar & Grill
  Auburn, AL
• 05/2018 → 08/2018
  Franklin Templeton Investments
  St. Petersburg, FL
• 09/2018 → 03/2019
  Franklin Templeton Distributors, Inc.
  St. Petersburg, FL
• 05/2019 → 08/2019
  Unemployed
  Palm Harbor, FL
• 08/2019 → 06/2020
  Axa Advisors, Llc
  New York, FL
• 08/2019 → 03/2022
  Equitable Advisors, Llc
  New York, NY
• 04/2022 → Present
  Morgan Stanley Smith Barney Llc
  Temple Terrace, FL
• 05/2023 → 07/2023
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-05-16
• S63 Uniform Securities Agent State Law Examination
  2020-05-17

Other Names

• Trevor William Schnell
• Trevor Schnell