Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2011-05-31 |
| KY | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
221 East 4Th Street Atrium Building, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Cincinnati | OH | 06/2009 | Present |
1. Pietromonaco Properties, LLC.; Investment related Yes; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2018; During business hours: 0; After business hours: 1; 4. CO- HOST A FUND RAISER (400) RALPH DREES FOR JUDGE EXECUTIVE IN KENTUCKY. 5. Aviatra Accelerators; Not Investment related; Cincinnati, OH; Education, mentoring and facilitation of loans to female entrepreneurs; Board Chair (proprietor, partner, officer, director, employee, trustee, agent); May 2012; During business hours: 2; After business hours: 1; Oversee all board meetings, Represent Aviatra at local events, educational forums and gov't presentations. *375838 - Estate; Agent/Personal Representative (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Mar 2020; During business hours: 1; After business hours: 1. *383992 - Alliance of Catholic Urban Education; Investment related - No; To provide Catholic education to urban children.; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Feb 2020; During business hours: 1; After business hours: 0; Fundraising *396302 -Trust; Trustee/Co-Trustee, Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Jan 2020; During Business Hours: 0.30; After Business Hours: 3.70. *394136 - Estate Administration; Agent/Personal Representative (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Mar 2020; During Business Hours: 0; After Business Hours: 2. *593450 - SUNY Oneonta Foundation Finance Investment Sub-Committee; Investment Related - No; Oneonta, New York; Education; Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2024; During Business Hours: 1; After Business Hours: 1; Investment Decisions/Advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-23 |
Reach out to this advisor