Anthony Cleverley Stone

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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-16
TX	RA	APPROVED	2020-04-15
NJ	RA	APPROVED	2019-02-01

NY RA
APPROVED

Since 2021-06-16
TX RA
APPROVED

Since 2020-04-15
NJ RA
APPROVED

Since 2019-02-01

Branch Locations

55 East 52Nd Street 10Th Floor, New York, NY 10055 • 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	New York	NY	11/2018	Present
Unemployed	Locust	NJ	12/2015	11/2018
Morgan Stanley Private Bank, N.A	New York	NY	01/2019	Present

11/2018 → Present

Morgan Stanley

New York, NY
12/2015 → 11/2018

Unemployed

Locust, NJ
01/2019 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Other Businesses

*409370 - The Cleverley Stone Foundation; Investment related - No; Houston, Texas; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2020; During business hours: 0; After business hours: 2;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-01-25
S63	Uniform Securities Agent State Law Examination	1994-07-29

S66 Uniform Combined State Law Examination

2019-01-25
S63 Uniform Securities Agent State Law Examination

1994-07-29

Other Names

Anthony Cleveley Stone
Anthony Cleverly Stone

View on SEC IAPD