Siobhan Bridget Mccormick

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 → 11/2017
  Morgan Stanley
  New York, NY
• 11/2017 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2006-03-08 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY
  New York, NY

Other Businesses

1.Trust; Investment related: Yes; Merrick, NY; Trust; Co-Trustee; Jul 2018; During business hours: 0; After business hours: 0.25;

Exams

• S66 Uniform Combined State Law Examination
  2006-02-23

Other Names

• Siobhan Bridget Mccormick
• Siobhan Mccormick