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Jaclyn Faith Drobny

Morgan Stanley

West Conshohocken, PA

CRD 6099962

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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 2025-10-03
PA RA APPROVED 2022-01-21
  • TX RA
    APPROVED
    Since 2025-10-03
  • PA RA
    APPROVED
    Since 2022-01-21

Branch Locations

100 Front Street Suite 600, West Conshohocken, PA 19428 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 07/2014 09/2017
Ubs Financial Services Inc. Conshohocken PA 10/2017 01/2022
Morgan Stanley Smith Barney Llc West Conshohocken PA 01/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-30
  • S66 Uniform Combined State Law Examination
    2016-08-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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