Catalin I Oancea

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

• 04/2016 → Present
  Morgan Stanley
  Chicago, IL
• 07/2016 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

1. BACKGROUND SYSTEMS SRL LLC, OWNER; START DATE: 2003; ROMANIA; COMMERCE; NOT AN ACTIVE BUSINESS; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; NOT INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2016-06-24

Other Names

• John Oancea
• Catalin Oancea
• Catalin Loan Oancea