Carly Anne Rainero

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:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2014-02-11
FL	RA	APPROVED	2013-08-14

TX RA
APPROVED_RES

Since 2014-02-11
FL RA
APPROVED

Since 2013-08-14

Branch Locations

7811 University Pointe Drive Suite 100, Fort Myers, FL 33907 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Fort Myers	FL	07/2013	Present

07/2013 → Present

Morgan Stanley

Fort Myers, FL

Previous Registrations

2007-03-02 → 2012-09-25

Triad Advisors Llc

Clearwater, FL

Fort Meyers, FL

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2008-04-09
S65	Uniform Investment Adviser Law Examination	2007-02-27

S63 Uniform Securities Agent State Law Examination

2008-04-09
S65 Uniform Investment Adviser Law Examination

2007-02-27

Other Names

Carly Anne Reynolds

View on SEC IAPD

Employer firm

Current Employers

Morgan Stanley

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Nearby Firms

Nearby Investors

Nearby Offices

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