Anna Reyes Stockhamer

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

• 03/2013 → 03/2022
  Ubs Financial Services Inc.
  New York, NJ
• 03/2022 → 10/2023
  Newedge Securities, Inc
  Stamford, CT
• 03/2022 → 10/2023
  Newedge Wealth
  Stamford, CT
• 10/2023 → Present
  Morgan Stanley
  Purchase, NY

Previous Registrations

• 2022-03-24 → 2023-10-16
  New Edge Wealth
  Stamford, CT
  Stamford, CT
• 2013-03-21 → 2022-03-31
  Ubs Financial Services Inc.
  New York, NY
• 2011-05-03 → 2013-03-13
  Morgan Stanley
  Menlo Park, CA
  Menlo Park, CA
• 2007-03-20 → 2011-05-03
  Ubs Financial Services Inc.
  San Francisco, CA
  Weehawken, NJ
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2007-01-16

Other Names

• Anna Rowena Reyes
• Anna Reyes Stockhamer