Anchal Rana

Claim This Profile

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-05-17
TX	RA	APPROVED	2023-09-12
NY	RA	APPROVED	2023-07-24

OH RA
APPROVED

Since 2024-05-17
TX RA
APPROVED

Since 2023-09-12
NY RA
APPROVED

Since 2023-07-24

Branch Locations

55 East 52Nd Street 10Th Floor, New York, NY 10055 • 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
Citi Personal Wealth Management	New York	NY	01/2015	10/2021
Morgan Stanley Smith Barney Llc	New York	NY	10/2021	Present

01/2015 → 10/2021

Citi Personal Wealth Management

New York, NY
10/2021 → Present

Morgan Stanley Smith Barney Llc

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-07-22
S63	Uniform Securities Agent State Law Examination	2023-02-12

S66 Uniform Combined State Law Examination

2023-07-22
S63 Uniform Securities Agent State Law Examination

2023-02-12

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP

P2 CAPITAL PARTNERS, LLC

KINYAN CAPITAL MANAGEMENT LLC

BRIGHTSPIRE CAPITAL ADVISORS, LLC

ACORN ADVISORY CAPITAL, L.P.

COMPASS GROUP LLC

CRESTVIEW PARTNERS

LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Logan Stephen Michals

JONATHAN HARRY SIEGEL

HAL WILLIAM BROWN

RICCARDO MARIA RAINIERI

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY

ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY

COMPASS GROUP LLC · NEW YORK, NY

CRESTVIEW PARTNERS · NEW YORK, NY

LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor