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Stefano L Carlacci

Morgan Stanley

Purchase, NY

CRD 6149472

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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
NY RA APPROVED 2022-07-20
  • NY RA
    APPROVED
    Since 2022-07-20

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

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
Scf Investment Advisors, Inc. Fresno CA 10/2021 06/2022
Ipreo Holdings Llc New York NY 06/2014 11/2016
Old Bridge Capital Advisors, Llc Purchase NY 11/2016 06/2022
Morgan Stanley Purchase NY 07/2022 Present
  • 10/2021 → 06/2022
    Scf Investment Advisors, Inc.
    Fresno, CA
  • 06/2014 → 11/2016
    Ipreo Holdings Llc
    New York, NY
  • 11/2016 → 06/2022
    Old Bridge Capital Advisors, Llc
    Purchase, NY
  • 07/2022 → Present
    Morgan Stanley
    Purchase, NY
Previous Registrations
  • 2021-10-01 → 2022-07-12
    Scf Investment Advisors, Inc.
    Syosset, NY
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-14
  • S65 Uniform Investment Adviser Law Examination
    2021-08-14
Other Names
  • Stefano Luigi Carlacci

View on SEC IAPD

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