Mark N Reitman

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 Smith Barney Llc
  Newport, RI
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2009-03-27 → 2009-06-01
  Morgan Stanley & Co. Llc
  Ridgefield, CT
• 1998-10-06 → 2009-04-15
  Ubs Financial Services Inc.
  Middlebury, CT
  Southbury, CT

Other Businesses

*649981- Rudy Q BBQ; Investment related: No; Newport, Rhode Island; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 4; Business Development/Growth

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-07
• S63 Uniform Securities Agent State Law Examination
  1997-12-26