Victor Diune

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

• 08/2006 → 03/2025
  Merrill Lynch Trust Company : 108469
  Boston, MA
• 03/2025 → Present
  Morgan Stanley
  Boston, MA

Previous Registrations

• 2009-08-04 → 2025-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Boston, MA
  Boston, MA
  Boston, MA
  New York, NY
  Pennington, NJ
  Boston, MA
  Boston, MA
  Wayzata, MN
  Walnut Creek, CA
  Charlotte, NC
• 2006-11-03 → 2006-11-28
  Merrill Lynch Trust Company
  Boston, MA
  New York, NY
• 2004-07-21 → 2005-08-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Other Businesses

*634244- KKRH, LLC; Investment related-Yes; Hopkinton, Massachusetts; Real Estate; Manager of LLC, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 0; After business hours: 1; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2004-07-20

Other Names

• Victor Diune
• Vic Diune
• Victor W Diune