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Greg Richard Werner

Morgan Stanley

San Francisco, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-23
CA RA APPROVED 2014-04-04
  • TX RA
    APPROVED_RES
    Since 2020-04-23
  • CA RA
    APPROVED
    Since 2014-04-04

Branch Locations

555 California Street Pwm, San Francisco, CA 94104 • 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 San Francisco CA 04/2014 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 04/2014 → Present
    Morgan Stanley
    San Francisco, CA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-11-02
S63 Uniform Securities Agent State Law Examination 1988-10-06
  • S65 Uniform Investment Adviser Law Examination
    1994-11-02
  • S63 Uniform Securities Agent State Law Examination
    1988-10-06
Other Names
  • Gregory Richard Werner

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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