Annaclare Smith

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-24
CT	RA	APPROVED	2026-05-21

TX RA
APPROVED

Since 2026-07-24
CT RA
APPROVED

Since 2026-05-21

Branch Locations

28 State Street 26Th Floor, Boston, MA 02109 • 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

Organization	City	State	From	To
Morgan Stanley Private Bank, N.A	New York	NY	05/2026	Present
Goldman Sachs & Co.	Boston	MA	07/2016	07/2020
Morgan Stanley Smith Barney Llc	Boston	MA	04/2026	05/2026
Bain & Co.	Boston	MA	10/2022	03/2026
Northwestern Kellogg School Of Management	Evanston	IL	08/2020	06/2022
Unemployed	Chicago	IL	06/2022	09/2022
Morgan Stanley Smith Barney Llc	Boston	MA	05/2026	Present

05/2026 → Present

Morgan Stanley Private Bank, N.A

New York, NY
07/2016 → 07/2020

Goldman Sachs & Co.

Boston, MA
04/2026 → 05/2026

Morgan Stanley Smith Barney Llc

Boston, MA
10/2022 → 03/2026

Bain & Co.

Boston, MA
08/2020 → 06/2022

Northwestern Kellogg School Of Management

Evanston, IL
06/2022 → 09/2022

Unemployed

Chicago, IL
05/2026 → Present

Morgan Stanley Smith Barney Llc

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-04-09
S63	Uniform Securities Agent State Law Examination	2016-08-29

S66 Uniform Combined State Law Examination

2026-04-09
S63 Uniform Securities Agent State Law Examination

2016-08-29

Other Names

Annaclare C Smith

View on SEC IAPD

Other Firms

BAYPINE HOLDINGS LP

GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

LONGWOOD MANAGEMENT LLC

ADVENT INTERNATIONAL, L.P.

NEW HERITAGE CAPITAL, LLC

WUXI HEALTHCARE VENTURES MANAGEMENT US LLC

NEWPATH MANAGEMENT, L.P.

Other Investors

JOSHUA WEBSTER JONES

STEPHEN ELLSWORTH JOHNSON

CHRISTOPHER MICHAEL HAGAN

ALDEN Wakefield WITMAN

JEFFREY ABRAHAM BESHANSKY

Holly A Dumlupinar

Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA

BAYPINE HOLDINGS LP · BOSTON, MA

GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

LONGWOOD MANAGEMENT LLC · BOSTON, MA

ADVENT INTERNATIONAL, L.P. · BOSTON, MA

NEW HERITAGE CAPITAL, LLC · BOSTON, MA

WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA

NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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