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Michela Marie Potocki

Morgan Stanley

Lancaster, PA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-12-05
PA RA APPROVED 2014-03-18
  • TX RA
    APPROVED_RES
    Since 2017-12-05
  • PA RA
    APPROVED
    Since 2014-03-18

Branch Locations

300 Granite Run Drive Suite 300, Lancaster, PA 17601 • 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 Lancaster PA 03/2014 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 03/2014 → Present
    Morgan Stanley
    Lancaster, PA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-30
S63 Uniform Securities Agent State Law Examination 2008-09-12
  • S66 Uniform Combined State Law Examination
    2010-06-30
  • S63 Uniform Securities Agent State Law Examination
    2008-09-12
Other Names
  • Michela Rossi
  • Michela Marie Rossi

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LANCASTER, PA
OMICRON ADVISORS, LLC · LANCASTER, PA
GREENSPRING ADVISORS, LLC · LANCASTER, PA
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J. W. COLE ADVISORS, INC. · Lancaster, PA
J. W. COLE ADVISORS, INC. · Lancaster, PA
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