Annette Louise Schiavone

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

• 09/2012 → 11/2016
  Morgan Stanley
  Baltimore, MD
• 11/2016 → Present
  Morgan Stanley
  Baltimore, MD

Previous Registrations

• 2011-11-11 → 2012-09-13
  Osaic Fa, Inc.
  Ellicott City, MD
  Vienna, VA
• 2009-02-13 → 2011-10-06
  Ic Advisory Services, Inc.
  Bedminster, NJ
• 2007-11-02 → 2008-11-25
  Goldman Sachs Wealth Services, L.P.
  Parsippany, NJ
• 2007-01-26 → 2007-09-07
  Msi Financial Services, Inc.
  Elkridge, MD
• 2004-08-31 → 2006-08-07
  Morgan Stanley Dw Inc.
  Lutherville, MD
  Lutherville, MD

Other Businesses

ANNETTE SCHIAVONE, FIDUCIARY FOR IMMEDIATE FAMILY MEMBER, NOT INVESTMENT RELATED, TRUSTEE, OVERSEES TRUST ACCOUNT AND DISTRIBUTE INCOME AS NEEDED. STARTED ON 08/2011 WORKING 10 HPM 2 DURING TRADING HOURS. FINRA 6/7 SERIES COMMITTEE,COMMITTEE MEMBER;START DATE:1/2016;DURING BUSINESS HOURS-0,AFTER BUSINESS HOURS-1; MD *579553 - Rental Property; Investment Related - Yes; Baltimore, Maryland; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2024; During Business Hours: 1; After Business Hours: 1; Other

Exams

• S66 Uniform Combined State Law Examination
  2004-08-21

Other Names

• Annette Schiavone