Connie Crystal Gorczyca

Employer firm

Bny Mellon Securities Corporation CRD 231

$8.45B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• BNYMSC SPONSORS A WRAP FEE PROGRAM, AND SERVES AS A PORTFOLIO MGR OR MODEL PROVIDER TO THIRD PARTY WRAP PROGRAM SPONSORS.

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 06/2017
  Morgan Stanley
  Newport Beach, CA
• 06/2016 → 06/2017
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 08/2016 → 06/2017
  Morgan Stanley
  Newport Beach, CA
• 12/2017 → 08/2018
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA
• 06/2017 → 12/2017
  Unemployed
  N/A, CO
• 08/2018 → Present
  Bny Mellon
  Newport Beach, CA
• 01/2019 → Present
  Mbsc Securities Corporation
  Boston, MA

Previous Registrations

• 2017-12-18 → 2018-08-30
  Wells Fargo Clearing Services, Llc
  Newport Beach, CA
• 2016-07-26 → 2017-06-26
  Morgan Stanley
  Newport Beach, CA
• 2013-02-04 → 2016-02-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  Newport Beach, CA

Other Businesses

BNY Mellon Wealth Management-discuss banking, credit and/or lending services provided by BNY.

Exams

• S66 Uniform Combined State Law Examination
  2013-02-01

Other Names

• Donatella Connie Gorczyca
• Connie Crystal Gorczyca
• Donatella Gorczyca
• Connie Donatella Crystal Gorczyca