Tricia A. Zelinka

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 → Present
  Morgan Stanley Smith Barney
  Wilkes Barre, PA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-12-12 → 2009-06-01
  Morgan Stanley & Co. Llc
  Wilkes Barre, PA
• 2006-07-18 → 2008-12-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilkes Barre, PA

Exams

• S66 Uniform Combined State Law Examination
  2006-07-17
• S65 Uniform Investment Adviser Law Examination
  2000-04-24
• S63 Uniform Securities Agent State Law Examination
  2000-04-13

Other Names

• Tricia Ann King
• Tricia Ann Annetts
• Tricia Ann King
• Tricia A. Thomas