Carolyn L Collins

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2024 → Present
  Morgan Stanley
  New York, NY
• 07/2019 → 01/2022
  New Street Research, Llc
  New York, NY
• 08/2011 → 07/2019
  Plum Print, Inc.
  Asheville, NC
• 01/2022 → 05/2024
  Unemployed
  New York, NY

Other Businesses

*595199- Plum Print, Inc.; Investment related: No; Asheville, North Carolina; Publishing, Retail/Online Stores; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2014; During business hours: 0; After business hours: 4; Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2024-01-24
• S63 Uniform Securities Agent State Law Examination
  2001-02-01

Other Names

• Carolyn Lanzetta
• Carolyn Levine
• Carolyn Rachel Levine
• Carolyn Levine Lanzetta
• Carolyn L Lanzetta