Jeffrey Paul Seibel

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Alexandria, VA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2008-10-24 → 2009-06-01
  Citigroup Global Markets Inc.
  Alexandria, VA
• 2007-04-02 → 2008-10-28
  Morgan Stanley & Co. Llc
  Bethesda, MD
• 2000-01-10 → 2007-04-02
  Morgan Stanley Dw Inc.
  Bethesda, MD
  Bethesda, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-16
• S63 Uniform Securities Agent State Law Examination
  1998-09-11

Other Names

• Jeff Paul Seibel