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Marcello Stefano Bellia

Morgan Stanley

New York, NY

CRD 7230453

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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 2024-01-10
NY RA APPROVED 2023-12-23
  • TX RA
    APPROVED
    Since 2024-01-10
  • NY RA
    APPROVED
    Since 2023-12-23

Branch Locations

55 East 52Nd Street 12Th Floor, New York, NY 10055 • 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 02/2020 Present
Crestwood Country Day Camp Melville NY 06/2019 08/2019
Scotts Miracle-Gro Company Farmingdale NY 05/2018 05/2019
Kwong Ming Wantagh NY 06/2016 05/2018
Lsw Athletics Levittown NY 10/2013 11/2017
Unemployed Wantagh NY 09/2019 01/2020
  • 02/2020 → Present
    Morgan Stanley
    New York, NY
  • 06/2019 → 08/2019
    Crestwood Country Day Camp
    Melville, NY
  • 05/2018 → 05/2019
    Scotts Miracle-Gro Company
    Farmingdale, NY
  • 06/2016 → 05/2018
    Kwong Ming
    Wantagh, NY
  • 10/2013 → 11/2017
    Lsw Athletics
    Levittown, NY
  • 09/2019 → 01/2020
    Unemployed
    Wantagh, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-23
  • S66 Uniform Combined State Law Examination
    2023-12-23

View on SEC IAPD

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