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Victoria Bergman

Morgan Stanley

New York, NY

CRD 7248616

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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_RES 2026-08-24
NY RA APPROVED 2023-08-14
  • TX RA
    APPROVED_RES
    Since 2026-08-24
  • NY RA
    APPROVED
    Since 2023-08-14

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 Smith Barney Llc Park Avenue NY 07/2021 Present
Morgan Stanley Smith Barney Llc New York NY 06/2020 08/2020
University Of Maryland, College Park College Park MD 08/2017 05/2021
Newton South High School Newton MA 08/2013 06/2017
Morgan Stanley Private Bank, N.A New York NY 07/2026 Present
  • 07/2021 → Present
    Morgan Stanley Smith Barney Llc
    Park Avenue, NY
  • 06/2020 → 08/2020
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 08/2017 → 05/2021
    University Of Maryland, College Park
    College Park, MD
  • 08/2013 → 06/2017
    Newton South High School
    Newton, MA
  • 07/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-14
S63 Uniform Securities Agent State Law Examination 2021-08-09
  • S65 Uniform Investment Adviser Law Examination
    2023-08-14
  • S63 Uniform Securities Agent State Law Examination
    2021-08-09

View on SEC IAPD

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