Bryan Carl Caggiano

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

• 11/2013 → 05/2025
  Ubs Financial Services Inc
  Melville, NY
• 05/2025 → Present
  Morgan Stanley Smith Barney Llc
  Melville, NY
• 05/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-01-08 → 2025-05-16
  Ubs Financial Services Inc.
  New York, NY
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ
  New York, NY
  Melville, NY
  Commack, NY
• 2007-04-02 → 2008-11-25
  Morgan Stanley & Co. Llc
  Purchase, NY
  Melville, NY
• 2006-09-29 → 2007-04-02
  Morgan Stanley Dw Inc.
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2006-09-08

Designations

• Certified Financial Planner

Other Names

• Bryan Caggiano
• Bryan Caggiano