Edward Patrick Murray

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

• 04/2007 → Present
  Morgan Stanley & Co., Incorporated
  Santa Maria, CA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Santa Maria, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Santa Maria, CA
• 2003-03-05 → 2007-04-02
  Morgan Stanley Dw Inc.
  Santa Maria, CA
  Santa Maria, CA

Other Businesses

1. BOYS & GIRLS CLUB OF SANTA MARIA- BOARD MEMBER 2.ST. JOSEPH HIGH SCHOOL(ASSISTANT BOY'S GOLF COACH)

Exams

• S66 Uniform Combined State Law Examination
  2003-03-03
• S63 Uniform Securities Agent State Law Examination
  2003-01-31

Other Names

• Edward Patrick Murray