Stephen M Bartoli

Current Employers

Employment History

• 06/2009 → 05/2026
  Morgan Stanley Smith Barney
  Camp Hill, PA
• 05/2026 → Present
  Wells Fargo Clearing Services, Llc.
  Lemoyne, PA

Previous Registrations

• 2009-06-01 → 2026-05-15
  Morgan Stanley
  Carlisle, PA
  Harrisburg, PA
  Harrisburg, PA
  Camp Hill, PA
  Carlisle, PA
  Hagerstown, MD
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Harrisburg, PA
• 2006-01-03 → 2007-04-02
  Morgan Stanley Dw Inc.
  Harrisburg, PA
  Harrisburg, PA

Other Businesses

1. BARTO VENTURES LP; MECHANICSBURG, PA; NOT INVESTMENT RELATED; PARTNER; RENTAL; EMPLOYEE; 11/2007; 0,1 2. Barto Ventures LLC; Not Investment related; Carlisle PA; Rental; Partner; 01/2004; 1,3 3. *360552 - Partnership For Better Health; Investment related -No; Carlisle, Pennsylvania; Health and Welfare; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); August 2020; During business hours: 1; Check Signing/Funds Disbursements, Investment Decisions/Advice 4. *402600 - Trindle Apartments LLC; Investment related -Yes; Mechanicsburg, Pennsylvania; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); July 2020 ; During business hours: 0; After business hours: 5; Property Management. 5. *418396 - Green Gables Apartments LLC; Investment related -Yes; Carlisle, Pennsylvania; Real Estate;10% Ownership; 02/2021 ; During business hours: 0; After business hours: 3; Property Management. 6.* 465906- Real Estate; Investment related -Yes; Carlisle, Pennsylvania; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 2; Property Management 7. *654398 - Old Town Run Mountain Lodge; Investment related: No; Carlisle, Pennsylvania; Recreation; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 1; Accounting/Bookkeeping:Investment Decisions/Advice RENTAL PROPERTY - 320 ; INV RELATED;LEMOYNE,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 01/01/2006; 2 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 235 ; INV RELATED;MECHANICSBURG,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 01/01/2008; 2 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 1312 ; INV RELATED;CAMP HILL,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 01/01/2012; 2 HRS PER MONTH; 0 HRS DURING TRADING;| GREEN GABLES APT - 900; INV RELATED;LEWISTOWN,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 02/01/2021; 2 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 1-16 ; INV RELATED;NEW BLOOMFIELD,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 01/01/2014; 2 HRS PER MONTH; 0 HRS DURING TRADING| RENTAL PROPERTY - 320 W; INV RELATED;ENOLA,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 01/01/2010; 2 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY - 4420 ; INV RELATED;CAMP HILL,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 01/01/2023; 2 HRS PER MONTH; 0 HRS DURING TRADING;| TRINDLE ROAD APTS LLC ; INV RELATED;CARLISLE,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 06/01/2020; 2 HRS PER MONTH; 0 HRS DURING TRADING;| CRESTON APTS LLC; INV RELATED;CARLISLE,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 01/01/2023; 2 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 2201 ; INV RELATED;MECHANICSBURG,PA; RENTAL PROPERTY;10% OWNERSHIP; START DATE: 06/10/2020; 2 HRS PER MONTH; 0 HRS DURING TRADING; BARTO VENTURES LP; INV RELATED;CARLISLE,PA; REAL ESTATE ;10% OWNERSHIP; START DATE: 01/01/2005; 4 HRS PER MONTH; 0 HRS DURING TRADING; PARTNERSHIP FOR BETTER HEATH ; NOT INV RELATED;CARLISLE,PA; COMMUNITY ORGANIZATION HEATH RELATED;Power of Attorney START DATE: 01/01/2019; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-03
• S63 Uniform Securities Agent State Law Examination
  1999-10-20

Other Names

• Stephen Bartoli