Todd Jonathan 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 Smith Barney
  Atlanta, GA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2003-04-30 → 2009-06-01
  Citigroup Global Markets Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

*412715 - Burge Club; Investment related - No; Mansfield, Georgia; Private Social Club; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 10/2020; During business hours: 0; After business hours: 8; Administrative *487216 - The Piedmont Driving Club; Investment related-No; Atlanta, Georgia; Private Club; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 5; Customer Service

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-07-29
• S63 Uniform Securities Agent State Law Examination
  1994-07-22