Julie Ann Fritz

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
TX	RA	APPROVED_RES	2020-04-23
NJ	RA	APPROVED	2015-11-17

NY RA
APPROVED

Since 2021-06-16
TX RA
APPROVED_RES

Since 2020-04-23
NJ RA
APPROVED

Since 2015-11-17

Branch Locations

50 Fountain Plaza Key Tower North, Buffalo, NY 14202 • 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	Buffalo	NY	10/2015	Present

10/2015 → Present

Morgan Stanley

Buffalo, NY

Other Businesses

*574282 - TRI-COUNTY RACING CLUB, INC. IT'S A 507(C)(7).; Investment related: No; CALEDONIA, New York; SOCIAL CLUB FOR MICROSPRINT RACING RAN BY VOLUNTEERS; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 1/2024; During business hours: 0; After business hours: 10; SECRETARY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-11-16
S63	Uniform Securities Agent State Law Examination	2002-06-17

S66 Uniform Combined State Law Examination

2015-11-16
S63 Uniform Securities Agent State Law Examination

2002-06-17

Other Names

Julie Ann Laratonda
Julie Ann Laratonda
Julie Ann Laratonda

View on SEC IAPD