Robert Derienzo

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

• 10/2010 → 11/2016
  Wells Fargo Advisors Llc
  Morristown, NJ
• 05/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY
• 11/2016 → 04/2026
  Wells Fargo Clearing Services, Llc
  Morristown, NJ
• 04/2026 → Present
  Morgan Stanley Smith Barney Llc
  Morristown, NJ

Previous Registrations

• 2010-10-29 → 2026-04-22
  Wells Fargo Clearing Services, Llc
  Morristown, NJ
  Florham Park, NJ
  Chester, NJ
• 2009-06-01 → 2010-11-12
  Morgan Stanley
  Morristown, NJ
• 2002-11-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Morristown, NJ
  Basking Ridge, NJ
  Florham Park, NJ
• 1998-06-19 → 2002-11-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-11
• S63 Uniform Securities Agent State Law Examination
  1997-01-21

Other Names

• Robert Bramell Dereinzo
• Robert B Dereinzo
• Robert Bramell Derienzo
• Robert De Rienzo