Marc Albert Kassab

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

• 08/2002 → 02/2022
  Safra National Bank Of New York
  New York, NY
• 02/2022 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 02/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

Scitech LLC $0 Compensation Started 3/6/2018 Affiliation to Family Member Passive Investor/Owner of Tire Technology Company Turftech LLC $0 Compensation Started 3/6/2018 Affiliated to Family Member Investment in Airless Tire Technology 428 Main LLC $0 Compensation Started on 3/6/2018 Manager of LLC for purchases of real estate with family and friends. Aids family in investment and work on building budgets and numbers. No compensation until sale or refinance of property and everyone is paid back principal investment. Apollo Investor LLC $0 Compensation Started on 3/29/2018 Purchasing real estate with family and friends. Helped review numbers and budgets. Manage father's proprietary investment. AK family Apollo LLC 0 hours per month Started on 12/13/2019 Equity interest with family for 250 Apollo Drive CKM Equity LLC 2 hours per month Started on 12/13/2019 Equity interest with family for 250 Apollo Drive *494572 - MKM 18 Equity LLC; Investment related - Yes; Brooklyn, New York; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2018; During business hours: 0; After business hours: 0; Administrative *616396 - 428 MKM Manager LLC; Investment Related - Yes; brooklyn, New York; Real Estate; Partner, Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2017; During Business Hours: 0; After Business Hours: 1; Administrative.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-12
• S63 Uniform Securities Agent State Law Examination
  2002-01-04

Other Names

• Marc Albert Kassab