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Donnamarie Riccio

Morgan Stanley

Wyomissing, PA

Lancaster, PA

CRD 1788613

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-12-19
TX RA APPROVED 2014-12-19
  • PA RA
    APPROVED
    Since 2014-12-19
  • TX RA
    APPROVED
    Since 2014-12-19

Branch Locations

1350 Broadcasting Road Suite 100, Wyomissing, PA 19610 • United States

300 Granite Run Drive Suite 300, Lancaster, PA 17601 • 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
OrganizationCityStateFromTo
Morgan Stanley Lancaster PA 12/2014 Present
Previous Registrations
Other Businesses

NOTARY, NOT INVESTMENT RELATED, READING, PA., START: 10/2004, 1 HOUR/MONTH, 1 HOUR DURING TRADING, NOTARIZE DOCUMENTS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-01-29
  • S63 Uniform Securities Agent State Law Examination
    2005-01-29
Other Names
  • Donnamarie Siciliano
  • Donnamarie Paparella
  • Donnamarie Siciliano
  • Donnamarie Riccio
  • Donnamarie Marie Riccio

View on SEC IAPD

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ATLAS WEALTH PARTNERS LLC · WYOMISSING, PA
LPL FINANCIAL LLC · WYOMISSING, PA
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