Alana Margolin

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-09-24
PA	RA	APPROVED	2011-02-08
CA	RA	APPROVED	2009-06-01

FL RA
APPROVED

Since 2024-09-24
PA RA
APPROVED

Since 2011-02-08
CA RA
APPROVED

Since 2009-06-01

Branch Locations

Sunny Isles Beach, FL • United States

100 Front Street Suite 600, West Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	West Conshohocken	PA	06/2009	Present
Morgan Stanley Private Bank, N.A.	New York	NY	01/2015	Present

06/2009 → Present

Morgan Stanley Smith Barney Llc

West Conshohocken, PA
01/2015 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Previous Registrations

2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Jenkintown, PA
2005-08-08 → 2007-04-02

Morgan Stanley Dw Inc.

Jenkintown, PA

Jenkintown, PA

Other Businesses

TO USE TWO CONDOMINIUMS (ADDRESSES IN FOOTER) AS RENTAL PROPERTIES. ADDRESSES ARE AS FOLLOWS: 4501 CEDROS AVE., #308. SHERMAN OAKS, CA 91403 & 9945 NORWALK ROAD #B18, PHILADELPHIA, PA 19115.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-09
S65	Uniform Investment Adviser Law Examination	1995-10-03
S63	Uniform Securities Agent State Law Examination	1988-09-01

S66 Uniform Combined State Law Examination

2024-12-09
S65 Uniform Investment Adviser Law Examination

1995-10-03
S63 Uniform Securities Agent State Law Examination

1988-09-01

Other Names

Ilona Margolin
Ilona Margolin
Ilana Margolin

View on SEC IAPD