Victoria Polinski Smith

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

• 06/2009 → Present
  Morgan Stanley
  Houston, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2002-07-24 → 2009-06-01
  Citigroup Global Markets Inc.
  Houston, TX
  Houston, TX
• 2001-07-23 → 2002-07-15
  Monroe Vos Consulting, Inc.
  Houston, TX

Other Businesses

*71992 - Kelsey Research Foundation; Investment related No; Houston, Texas; Non-Profit; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2010 ; During business hours: 1; After business hours: 0;  Administrative

Exams

• S66 Uniform Combined State Law Examination
  2001-01-17

Other Names

• Victoria Lynn Polinski
• Victoria Lynn Hill
• Victoria Lynn Polinski
• Victoria Lynn Polinski-Phillips
• Victoria Lynn Polinskiphillips
• Victoria Polinski Phillips
• Victoria L Polinski
• Victoria Po Phillips
• Victoria Po Polinski