Jill Marino

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
TX	RA	APPROVED_RES	2025-09-22
NY	RA	APPROVED	2025-06-30

TX RA
APPROVED_RES

Since 2025-09-22
NY RA
APPROVED

Since 2025-06-30

Branch Locations

2000 Westchester Avenue 1Nc, Purchase, NY 10577 • 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
Ubs Financial Services Inc.	White Plains	NY	11/2013	06/2025
Morgan Stanley Smith Barney Llc	Purchase	NY	06/2025	Present

11/2013 → 06/2025

Ubs Financial Services Inc.

White Plains, NY
06/2025 → Present

Morgan Stanley Smith Barney Llc

Purchase, NY

Previous Registrations

2009-03-16 → 2025-07-28

Ubs Financial Services Inc.

Greenwich, CT

Purchase, NY

Buchanan, NY

Other Businesses

JILL MARINO - NOTARY PUBLIC / NOT INVESTMENT RELATED / BUCHANAN, NY / NOTARY / START 01-DECEMBER-2014 / 1-4 HOURS DEVOTED MONTHLY / 0 DURING TRADING / NOTARIZE DOCUMENTS AS NEEDED WHEN REQUESTED.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-03-13
S63	Uniform Securities Agent State Law Examination	2000-03-08

S65 Uniform Investment Adviser Law Examination

2009-03-13
S63 Uniform Securities Agent State Law Examination

2000-03-08

Other Names

Jill M Neider
Jill M Neider
Jill M Marino

View on SEC IAPD