Cody E Hamilton

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

• 07/2022 → 08/2025
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 05/2021 → 02/2022
  Hach Company
  Ames, IA
• 08/2020 → 11/2020
  Ames Fitness Center
  Ames, IA
• 05/2019 → 04/2020
  Towne Park, Ltd.
  Omaha, NE
• 06/2017 → 12/2020
  Hamilton Associates
  Council Bluffs, IA
• 07/2012 → 05/2018
  N/A
  Council Bluffs, IA
• 01/2017 → 04/2017
  Hyvee Grocery Store
  Council Bluffs, IA
• 04/2017 → 06/2017
  Meca
  Omaha, NE
• 06/2018 → 07/2018
  N/A
  Council Bluffs, IA
• 08/2018 → 05/2022
  N/A
  Ames, IA
• 06/2020 → 07/2020
  College Works Painting
  Irvine, CA
• 06/2022 → 07/2022
  N/A
  Council Bluffs, IA
• 04/2026 → Present
  Morgan Stanley
  Atlanta, GA
• 09/2025 → 03/2026
  N/A
  Smyrna, GA

Previous Registrations

• 2024-03-21 → 2025-08-30
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Other Businesses

*688601- The Data Dugout; Investment related -No; United Kingdom; Publishing; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours:10; I write articles on baseball

Exams

• S66 Uniform Combined State Law Examination
  2024-03-18
• S63 Uniform Securities Agent State Law Examination
  2022-11-14

Other Names

• Cody Hamilton