Stephanie A Stremick

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

• 01/2016 → 06/2017
  Ubs
  Century City, CA
• 04/2022 → Present
  Morgan Stanley
  Greenwood Village, CO
• 06/2017 → 04/2022
  Unemployed
  Centennial, CO
• 04/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-11-22 → 2017-06-21
  Ubs Financial Services Inc.
  Los Angeles, CA

Other Businesses

*495288 - Cha Cha LLC; Investment related - No; Centennial, Colorado; Wholesale/Distribution, Manufacturing; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2021; During business hours: 0; After business hours: 20; Customer Service, Labor/Service, Sales/Marketing

Exams

• S66 Uniform Combined State Law Examination
  2022-06-01

Other Names

• Stephanie Anne Stremick