Colin Phelps is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2026-04-06 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2025-05-08 | 2026-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2023-02-27 | 2024-10-04 | — |