The Stuart Group - Morgan Stanley Smith Barney Team - Washington, DC
Morgan Stanley Smith Barney
The Stuart Group
at Morgan Stanley Smith Barney
Consulting Group
1850 K Street NW
Suite 900
Washington, DC 20006
tel: (202) 861-5028
toll-free: (800) 424-3209
fax: (202) 857-5460
Left to right: Ryan Stuart, David Stuart,
Michael Stuart, Kevin Nee
David A. Stuart
David A. Stuart
Executive Director
Financial Advisor
tel: (202) 861-5028
toll free: (800) 522-3546
fax: (202) 857-5460
Professional Details
  • 1977 - present: Morgan Stanley Smith Barney
    Director
    Financial Planning Specialist
    Washington, D.C.
  • 1974 - 1977: Riggs National Bank
    Loan Officer
    Washington, D.C.
  • B.S. - Political Science/Finance, 1974
    American University
    Washington, DC
  • Series 7 - General Securities Representative
    Series 63 - Uniform State Exam
    Series 65 - Investment Advisory Agent
    Series 3 - National Commodity Futures
    Insurance Licensed
  • Riverbend Golf & Country Club Great Falls, VA
  • 25 Year Loyal Service Award - Smith Barney
  • Director's Council
David A. Stuart is licensed in the following state(s): AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WI, WV
Michael D. Stuart
Michael D. Stuart, CFP
Second Vice President
Financial Advisor
Financial Planning Specialist
tel: (202) 861-5119
toll free: (800) 522-3546
fax: (202) 857-5460
Professional Details
  • 2005 - present: Morgan Stanley Smith Barney
    Second Vice President
    Washington, DC
  • 2000 - 2005: E*TRADE
    Senior Trader
    New York, NY
  • B.A. - Political Science/Economics, 2000
    Tufts University
    Medford, MA
  • Series 7 - General Securities Representative
    Series 63 - Uniform State Exam
    Series 65 - Investment Advisory Agent
    Series 55 - Limited Representative - Equity Trader
    Series 31 - Managed Futures & Commodities
    Insurance Licensed
  • Washington Tufts Alliance
    Washington, DC
Michael D. Stuart, CFP  is licensed in the following state(s): AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MT, NC, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA
Ryan P. Stuart
Ryan P. Stuart
Financial Advisor
Financial Planning Specialist
tel: (202) 861-5088
toll free: (800) 522-3546
fax: (202) 857-5460
Professional Details
  • BBA - Finance, 2005
    James Madison University
  • 2009 - Present: Morgan Stanley Smith Barney
    Financial Advisor
    Washington, DC
  • 2006 - 2009: Morgan Stanley Smith Barney
    Registered Marketing Associate
  • 2002 - 2005: Morgan Stanley Smith Barney
    Client Services
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Series 31 - Managed Futures & Commodities
  • Life, Health & Variable Annuity Insurance Licensed
  • River Bend Golf & Country Club
    Great Falls, VA
Ryan P. Stuart is licensed in the following state(s): DC, MD, PA, VA
Charles W. Shuman
Charles W. Shuman
First Vice President
Financial Advisor
Senior Portfolio Manager
tel: (202) 861-5013
toll free: (800) 522-3546
fax: (202) 857-5460
Professional Details
  • 1987 - present: Morgan Stanley Smith Barney First Vice President, Senior Portfolio Manager
  • 1985 - 1987: Financial Consultant, Blunt Ellis & Loewi
  • 1982 - 1985: Administrator, FmHA
  • 1979 - 1981: Financial Consultant, Blunt Ellis & Loewi
  • 1972 - 1978: Illinois State Director, FmHA
  • 1958 - 1971: Farm Operator, Illinois
  • B.S. - Agriculture, 1957 University of Illinois
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 3 - National Commodity Futures Insurance Licensed
Charles W. Shuman is licensed in the following state(s): AL, AZ, CA, CO, DC, DE, FL, HI, IA, IL, MA, MD, MI, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV
Kevin D. Nee
Financial Planning Associate
tel: 202-861-5096
fax: 202-857-5460
Professional Details
  • MBA - Master of Business Administration, 2011 Robert H. Smith School of Business, University of Maryland College Park
  • B.S. - Applied Economics & Management, 2005 Cornell University
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Series 9/10 - General Securities Sales Supervisor
  • 2006 - present: Morgan Stanley Smith Barney

Deborah Harris
Senior Registered Client Service Associate
tel: 202-861-5082
fax: 202-857-5460
Professional Details
  • Series 7 - General Securities Representative

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