Tracie Ann Manning

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

• 05/2014 → Present
  Morgan Stanley
  Savannah, GA
• 05/2014 → Present
  Morgan Stanley Private Bank, N.A.
  Savannah, GA

Previous Registrations

• 2009-05-07 → 2011-03-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Allentown, PA
  Philadelphia, PA
  Princeton, NJ
  Pennington, NJ
  New York, NY

Other Businesses

*547632 - TBD; Investment related: Yes; Middleburg, Florida; Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2009-05-04
• S63 Uniform Securities Agent State Law Examination
  2007-07-28

Other Names

• Tracie A Martin
• Tracie Ann Otto
• Tracie Ann Lumpiesz
• Tracie Ann Martin