Stephen Murray

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

• 12/2013 → Present
  Morgan Stanley
  Morristown, NJ
• 05/2016 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

1.Playing guitar and singing; Investment related: No; Howell, NJ; Music; (proprietor, partner, officer, director, employee, trustee, agent); Jun 2018; During business hours: 0; After business hours: 3; Play guitar and sing

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-05-06