Ann Marie Mcnulty

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

• 06/1998 → Present
  Citigroup Global Markets Inc.
  New York, NY
• 06/2009 → Present
  Morgan Stanley Smith Barney
  New York, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

*340412 - M & H Family Holdings, LLC; Investment related Yes; Rental Real Estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2018

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-10
• S63 Uniform Securities Agent State Law Examination
  1998-09-02

Designations

• Certified Financial Planner

Other Names

• Annie Mcnulty