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Trevor Thomas Mcdonough

Morgan Stanley

Menlo Park, CA

San Francisco, CA

CRD 5515371

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-04
CA RA APPROVED 2025-01-28
  • TX RA
    APPROVED
    Since 2025-02-04
  • CA RA
    APPROVED
    Since 2025-01-28

Branch Locations

2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • United States

555 California Street Pwm, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley & Co. Llc San Francisco CA 06/2014 01/2025
Morgan Stanley Smith Barney Llc Menlo Park CA 01/2025 Present
Morgan Stanley Private Bank, N.A. New York NY 04/2025 Present
  • 06/2014 → 01/2025
    Morgan Stanley & Co. Llc
    San Francisco, CA
  • 01/2025 → Present
    Morgan Stanley Smith Barney Llc
    Menlo Park, CA
  • 04/2025 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-06-16
  • S63 Uniform Securities Agent State Law Examination
    2008-06-16
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
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