Daria Lynn Bunch-greensfelder

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
TX	RA	APPROVED	2023-06-08
MD	RA	APPROVED	2023-06-05

TX RA
APPROVED

Since 2023-06-08
MD RA
APPROVED

Since 2023-06-05

Branch Locations

1201 Wills Street Suite 700, Baltimore, MD 21231 • 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	Baltimore	MD	06/2009	Present

06/2009 → Present

Morgan Stanley Smith Barney

Baltimore, MD

Other Businesses

*439433- Oliver Beach Elementary School PTA; Investment related: No; Baltimore, Maryland; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 10; Administrative

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-06-02

S66 Uniform Combined State Law Examination

2023-06-02

Other Names

Daria Lynn Bunch
Dana L Bunch-Greensfelder

View on SEC IAPD