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Tristen Smith

14 Years of Experience
Greenwood Village, CO
Broker

Tristen Smith is a registered investment advisor at Morgan Stanley, based in Greenwood Village, CO, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

5251 DTC Parkway, Suite 1500, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Tristen is a junior varsity lacrosse coach at Denver South High School, dedicating about a quarter of their time outside of business hours. Tristen also manages rental property, spending minimal time on it after business hours.

Employment History
Current Registrations
Morgan Stanley
April 2012 - Present · 14 yrs 1 mo
Morgan StanleyBroker
March 2012 - Present · 14 yrs 2 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.