Anissa G Calhoun

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-05-19
SC	RA	APPROVED	2023-05-18

TX RA
APPROVED_RES

Since 2023-05-19
SC RA
APPROVED

Since 2023-05-18

Branch Locations

Folly Beach , SC • United States

Gaffney, SC • United States

320 East Main Street Suite 410, Spartanburg, SC 29302 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc.	Greenville	SC	06/2009	05/2023
Morgan Stanley Smith Barney Llc	Spartanburg	SC	05/2023	Present

06/2009 → 05/2023

Ubs Financial Services Inc.

Greenville, SC
05/2023 → Present

Morgan Stanley Smith Barney Llc

Spartanburg, SC

Previous Registrations

2009-07-08 → 2023-05-30

Ubs Financial Services Inc.

Greenville, SC
2008-01-08 → 2009-06-30

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greenville, SC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-12-21

S66 Uniform Combined State Law Examination

2007-12-21

View on SEC IAPD