Stephanie K Browne

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

• 10/2020 → Present
  Morgan Stanley
  Riverhead, NY
• 08/2016 → 05/2020
  College Of The Holy Cross
  Worcester, MA
• 05/2016 → Present
  National Golf Links Of America
  Southampton, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-07-08

Other Names

• Stephanie Browne
• Stephanie K Browne