Simone Giselle Vinocour Mckeever

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 → 01/2017
  Royal Bank Of Canada
  New York, NY
• 11/2013 → 01/2017
  Rbc Capital Markets Llc
  New York, NY
• 06/2018 → Present
  Morgan Stanley
  New York, NY
• 01/2017 → 06/2018
  Unemployed
  New York, NY
• 07/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

1. Rental Property; Investment related Yes; New York, NY; Rental Property; 1. Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Sep 2018; During business hours: 0; After business hours: 0 *347657 - The Financial Women's Association; Investment related: No; New York, New York; Non-Profit; co-chair of the President's Circle Strategic Advisory Council (proprietor, partner, officer, director, employee, trustee, agent); 07/2019; During business hours: 2; After business hours: 8; the position is a non-Board leadership role. The committee's purpose is to facilitate a strategic dialogue between the FWA and its corporate sponsors. The committee holds roughly 3 meetings a year. *601468 - BIG (Business Impact Group) Manhattan; Investment related: No; Hicksville, New York; Other; Co-Facilitator (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 2; After business hours: 4; Business Development/Growth, Other *701783 - St. Ignatius Loyola Church; Investment related: No; New York, New York; Religious; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 2; Investment Decisions/Advice

Exams

• S66 Uniform Combined State Law Examination
  2018-09-04
• S63 Uniform Securities Agent State Law Examination
  2004-12-07

Other Names

• Simone Giselle Vinocour
• S Vinocour Mckeever
• Simone Giselle Vinocour Mckeever
• Simone G. Vinocour