Shamyia I 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

• 08/2019 → 11/2019
  Seagate Seafood & Sushi
  Raleigh, NC
• 10/2019 → 02/2020
  Conduent
  Cary, NC
• 02/2020 → 06/2020
  Total Quality Logistics
  Durham, NC
• 06/2020 → 10/2020
  Unemployed
  Raleigh, NC
• 10/2020 → 05/2021
  Pennymac Loan Services
  Cary, NC
• 05/2021 → 07/2022
  Fidelity Investments
  Durham, NC
• 09/2015 → 11/2019
  Johnson & Wales University Providence Campus
  Providence, RI
• 08/2022 → 04/2023
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
• 07/2023 → 06/2025
  J.P. Morgan Securities Llc
  Raleigh, NC
• 07/2023 → 06/2025
  Jpmorgan Chase Bank, N.A.
  Raleigh, NC
• 08/2018 → 12/2018
  Piercing Pagoda
  Providence, RI
• 12/2018 → 06/2019
  Aaa
  Providence, RI
• 06/2023 → 07/2023
  Perry's Steakhouse & Grille
  Raleigh, NC
• 08/2023 → 11/2024
  Sports & Social Cary
  Cary, NC
• 11/2022 → 08/2025
  Gigpro
  North Charleston, SC
• 06/2023 → 10/2025
  Iama Llc
  Raleigh, NC
• 06/2025 → 08/2025
  First Citizens Investor Services
  Raleigh, NC
• 02/2026 → Present
  Morgan Stanley
  Baltimore, MD
• 06/2025 → 10/2025
  Unemployed
  Fort Washington, MD
• 10/2025 → 01/2026
  Qualified Staffing
  Fort Washington, MD

Previous Registrations

• 2025-06-17 → 2025-08-19
  First Citizens Investor Services, Inc.
  Raleigh, NC
• 2023-09-12 → 2025-06-12
  J.P. Morgan Securities Llc
  Raleigh, NC
  Raleigh, NC
  Cary, NC
  Raleigh, NC
  Cary, NC
  Raleigh, NC
• 2022-08-01 → 2023-04-22
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
• 2022-02-15 → 2022-08-02
  Fidelity Personal And Workplace Advisors
  Durham, NC

Other Businesses

*679440- FineHair; Investment related: No; Fort Washington, Maryland; hairstylist ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 20; doing hair

Exams

• S66 Uniform Combined State Law Examination
  2022-02-08

Other Names

• Shamyia Smith
• Shamyia Iman Smith