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Frankki M
Series 66
New York, NY
Morgan Stanley
Frankki Moskal is a Series 66-licensed financial advisor at Morgan Stanley in New York, NY, with 10 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.
Milla M
Series 66
New York, NY
Morgan Stanley
Milla Maia is a financial advisor at Morgan Stanley in New York, holding a Series 66 credential. She has a diverse professional background with experience at firms including Heidner Law Firm PC, Instituto Mises Brasil, Instituto Millenium, EY, and BFA Business and Finance Advisors. Morgan Stanley Wealth Management offers a wide range of financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm-approved planning tools and research in its structured planning process.
Chen Xin X
Series 66
New York, NY
Morgan Stanley
Chen Xin Xu is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Xu worked at The Tianjin Juilliard School for four years and New York Music & Arts Inc. for fifteen years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by firm-approved tools and a range of investment services.
Amy D
Series 63, Series 65
New York, NY
Morgan Stanley
Amy Daly is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 65 registrations with 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1997. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in standalone planning.
Daniel D
Series 66
New York, NY
Morgan Stanley
Daniel Desmond is a financial advisor at Morgan Stanley with 18 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and market modeling techniques.
Leonardo V
Series 63
New York, NY
Morgan Stanley
Leonardo Vergara is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. He is based in New York, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.
Warren T
Series 63, Series 65
New York, NY
Morgan Stanley
Warren Teich is a financial advisor with Morgan Stanley in New York, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.
Cyro A
Series 63, Series 66
New York, NY
Morgan Stanley
Cyro Averbach is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Wells Fargo Advisors. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer corporate agreements.
Daniel E
Series 66
New York, NY
Morgan Stanley
Daniel Evans is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm utilizes structured financial planning tools and modeling techniques to deliver tailored plans, managing approximately $2.74 trillion in client assets.
Mauricio R
Series 63, Series 66
New York, NY
Morgan Stanley
Mauricio Rojas is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc. for a combined 21 years. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad array of retail and institutional offerings.
Rachel Y
Series 63, Series 66
New York, NY
Morgan Stanley
Rachel Yadao is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and uses structured financial planning tools supported by its Global Investment Committee to develop tailored plans.
John T
Series 63, Series 65
New York, NY
Morgan Stanley
John Troisi is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.
Maria Elena P
Series 66
New York, NY
Morgan Stanley
Maria Elena Paolicelli is a financial advisor at Morgan Stanley with 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools.
Steven G
Series 66
New York, NY
Morgan Stanley
Steven Guzman is a financial advisor with Morgan Stanley in New York, NY. He holds a Series 66 designation and has been with Morgan Stanley since 2017, following three years at Baruch CUNY College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.
Chase A
Series 66
New York, NY
Morgan Stanley
Chase Altneu is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he serves on the Finance Committee of the Marydell Faith and Life Center and lists his home for film shoots through Giggster. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and serves clients through both direct engagement and corporate agreements.
Joseph C
Series 63
New York, NY
Morgan Stanley
Joseph Catalano is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. He holds the Series 63 designation. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients. The firm’s approach includes structured planning conversations and utilizes tools such as Monte Carlo simulations to model financial outcomes.
Suzanne L
Series 66
New York, NY
Morgan Stanley
Suzanne Lengyel is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank, N.A. since 2015. She is involved in trust activities as noted in her SEC filings. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning through a structured process that utilizes firm-approved tools and investment models. The firm manages approximately $2.74 trillion in assets and delivers a broad range of investment programs and planning services.
Aleksandr G
Series 63, Series 65
New York, NY
Morgan Stanley
Aleksandr Guzenfeld is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including work with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.
Kiara R
Series 66
New York, NY
Morgan Stanley
Kiara Romotzki is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with three years of industry experience. Her prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, using structured financial planning tools and serving clients through both direct and corporate financial planning agreements.
Alice R
Series 66
New York, NY
Morgan Stanley
Alice Ryu is a financial advisor at Morgan Stanley with 11 years of industry experience and holds the Series 66 designation. She has worked at Morgan Stanley and its Private Bank since 2017 and was previously with UBS Financial Services from 2015 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and combines structured planning tools with advisory services across its broad retail and institutional offerings.
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