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Marco Bornia

Morgan Stanley

New York, NY

CRD 7213222

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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
NY RA APPROVED 2021-04-27
CT RA APPROVED 2020-08-07
  • NY RA
    APPROVED
    Since 2021-04-27
  • CT RA
    APPROVED
    Since 2020-08-07

Branch Locations

399 Park Avenue 12Th Floor, New York, NY 10022 • 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 York NY 01/2020 Present
Unemployed Florham Park NJ 09/2018 01/2020
Plano B Alimentacao Rio De Janeiro 09/2013 09/2018
Morgan Stanley Private Bank, N.A New York NY 09/2020 Present
  • 01/2020 → Present
    Morgan Stanley
    New York, NY
  • 09/2018 → 01/2020
    Unemployed
    Florham Park, NJ
  • 09/2013 → 09/2018
    Plano B Alimentacao
    Rio De Janeiro
  • 09/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-07
  • S66 Uniform Combined State Law Examination
    2020-08-07
Other Names
  • Marco Antonio Guerios Bornia

View on SEC IAPD

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