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Sean C Reilly

Morgan Stanley

New Haven, CT

CRD 6637950

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-08
CT RA APPROVED 2023-05-02
  • TX RA
    APPROVED
    Since 2023-06-08
  • CT RA
    APPROVED
    Since 2023-05-02

Branch Locations

545 Long Wharf Drive 7Th Floor, New Haven, CT 06511 • 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
Morgan Stanley New Haven CT 02/2023 Present
Tide Line Customs Llc Branford CT 02/2022 01/2023
Thimble Island Brewing Company Llc Branford CT 11/2019 01/2022
Trinity College Hartford CT 01/2017 06/2021
Extended Travel Branford CT 01/2015 12/2016
Morgan Stanley Private Bank, N.A New York NY 05/2023 Present
  • 02/2023 → Present
    New Haven, CT
  • 02/2022 → 01/2023
    Tide Line Customs Llc
    Branford, CT
  • 11/2019 → 01/2022
    Thimble Island Brewing Company Llc
    Branford, CT
  • 01/2017 → 06/2021
    Trinity College
    Hartford, CT
  • 01/2015 → 12/2016
    Extended Travel
    Branford, CT
  • 05/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

*569270 - New England Oyster Farm LLC; Investment related-Yes; Madison, Connecticut; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 20; Business Development/Growth *587976 -  Rental Poperty; Investment related Yes; Madison, Connecticut; Rental Property; Owner of home (proprietor, partner, officer, director, employee, trustee, agent); 04/2024; During business hours: 0; After business hours: 05; Property Management *595631- Sea Sprite Sport Fishing; Investment related -No; Old Saybrook, Connecticut; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 0; After business hours: 40; Customer Service, Labor/Service

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-02
  • S66 Uniform Combined State Law Examination
    2023-05-02
Other Names
  • Sean Charles Reilly

View on SEC IAPD

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