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Marc David Lepselter

Morgan Stanley

Melville, NY

CRD 2979126

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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

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
TX RA APPROVED_RES 2009-06-01
  • NY RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED_RES
    Since 2009-06-01

Branch Locations

58 South Service Road Suite 400, Melville, NY 11747 • 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
OrganizationCityStateFromTo
Morgan Stanley Melville NY 06/2014 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2014 → Present
    Morgan Stanley
    Melville, NY
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2008-05-12 → 2009-06-01
    Morgan Stanley & Co. Llc
    Great Neck, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-17
S63 Uniform Securities Agent State Law Examination 1998-02-17
  • S65 Uniform Investment Adviser Law Examination
    1998-10-17
  • S63 Uniform Securities Agent State Law Examination
    1998-02-17

View on SEC IAPD

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