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Stacy Evalyn Akaka

Morgan Stanley

Saratoga Springs, NY

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-07-10
TX RA APPROVED 2023-07-10
  • NY RA
    APPROVED
    Since 2023-07-10
  • TX RA
    APPROVED
    Since 2023-07-10

Branch Locations

340 Broadway 2Nd Floor, Saratoga Springs, NY 12866 • 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 Saratoga Springs NY 09/2015 07/2023
Bank Of America, N.A. Saratoga Springs NY 03/2016 07/2023
Morgan Stanley Smith Barney Llc Saratoga Springs NY 07/2023 Present
Morgan Stanley Private Bank, N.A New York NY 08/2023 Present
  • 09/2015 → 07/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Saratoga Springs, NY
  • 03/2016 → 07/2023
    Bank Of America, N.A.
    Saratoga Springs, NY
  • 07/2023 → Present
    Morgan Stanley Smith Barney Llc
    Saratoga Springs, NY
  • 08/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-09
  • S66 Uniform Combined State Law Examination
    2016-02-09
Other Names
  • Stacy Evalyn Carmean
  • Stacy E Akaka

View on SEC IAPD

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CONTINUUM WEALTH ADVISORS, LLC
STERLING MANOR FINANCIAL, LLC
NYE STREET PARTNERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC

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ALAN JAY BOGATCH
JESSICA SUZANNE NILES
STEPHEN EDWARD KRAKOWER

Other Offices

SARATOGA INVESTMENT SOLUTIONS INC. · SARATOGA SPRINGS, NY
COMMONWEALTH FINANCIAL NETWORK · Saratoga Springs, NY
JANNEY MONTGOMERY SCOTT LLC · SARATOGA SPRINGS, NY
CONTINUUM WEALTH ADVISORS, LLC · SARATOGA SPRINGS, NY
STERLING MANOR FINANCIAL, LLC · SARATOGA SPRINGS, NY
NYE STREET PARTNERS LLC · SARATOGA SPRINGS, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SARATOGA SPRINGS, NY
LPL FINANCIAL LLC · SARATOGA SPRINGS, NY

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