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Perri Jene Desautel

Morgan Stanley

Green Bay, WI

CRD 4407732

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2011-06-01
WI RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2011-06-01
  • WI RA
    APPROVED
    Since 2009-06-01

Branch Locations

111 North Washington Street Suite 410, Green Bay, WI 54301 • 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 Green Bay WI 06/2009 12/2017
Morgan Stanley Green Bay WI 12/2017 Present
Morgan Stanley Private Bank, N.A. New York NY 02/2018 Present
  • 06/2009 → 12/2017
    Morgan Stanley
    Green Bay, WI
  • 12/2017 → Present
    Morgan Stanley
    Green Bay, WI
  • 02/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-26
S63 Uniform Securities Agent State Law Examination 2005-08-05
  • S66 Uniform Combined State Law Examination
    2018-01-26
  • S63 Uniform Securities Agent State Law Examination
    2005-08-05
Other Names
  • Perri Jene Wos

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
MELOTTE FINANCIAL ADVISORS
ONELEGACY ADVISORS, LLC

Nearby Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI

More in Green Bay, WI

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