Adviser and broker representative · Morgan Stanley
Aimee D. Harrell
CRD 6585136 · Santa Maria, CA
At a glance
Aimee D. Harrell is an investment adviser representative with Morgan Stanley in Santa Maria, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Aimee’s SEC record dates to 2018, about 8 years ago. Aimee is also registered as a broker representative.
Current advisory firm
- Morgan StanleySince August 2018Santa Maria, CA · $1.96T in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Aimee’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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