Diana F Malak

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

• 02/2016 → 09/2020
  Jp Morgan Securities Llc
  Newark, DE
• 02/2016 → 09/2020
  Jp Morgan Chase Bank Na
  Newark, DE
• 09/2020 → Present
  Morgan Stanley
  New York, NY

Other Businesses

*479327- Poshmark; Investment related No;New York, New York; Nature of the business; Other (proprietor, partner, officer, director, employee, trustee, agent); 02/2014; During business hours: 0; After business hours: 7;

Exams

• S66 Uniform Combined State Law Examination
  2021-01-24
• S63 Uniform Securities Agent State Law Examination
  2016-08-26

Other Names

• Diana Malak