Maria Lisa Vitale

CRD 4305089

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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
NJ	RA	APPROVED	2011-05-26
TX	RA	APPROVED	2011-04-14

NY RA
APPROVED

Since 2021-06-16
NJ RA
APPROVED

Since 2011-05-26
TX RA
APPROVED

Since 2011-04-14

Branch Locations

55 East 52Nd Street 12Th 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	Westfield	NJ	06/2009	06/2017
Morgan Stanley	New York	NY	06/2017	Present

06/2009 → 06/2017

Morgan Stanley

Westfield, NJ
06/2017 → Present

Morgan Stanley

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-02-22
S63	Uniform Securities Agent State Law Examination	2008-06-02

S65 Uniform Investment Adviser Law Examination

2011-02-22
S63 Uniform Securities Agent State Law Examination

2008-06-02

Other Names

Maria L. Vitale

View on SEC IAPD

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