Spaska Georgieva Boyanova

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

• 03/2014 → 01/2023
  Wells Fargo Bank
  Yorktown, VA
• 07/2016 → 11/2016
  Wells Fargo Advisors, Llc.
  Yorktown, VA
• 11/2016 → 02/2023
  Wells Fargo Clearing Services, Llc
  Yorktown, VA
• 02/2023 → Present
  Morgan Stanley Smith Barney Llc
  Williamsburg, VA

Previous Registrations

• 2016-10-06 → 2023-03-02
  Wells Fargo Clearing Services, Llc
  Yorktown, VA
  Norfolk, VA
  Williamsburg, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-06
• S63 Uniform Securities Agent State Law Examination
  2016-09-14

Other Names

• Spaska Boyanova