Sophia I Psaila

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

• 07/2023 → Present
  Morgan Stanley
  New York, NY
• 09/2022 → 06/2023
  Unemployed
  New York, NY
• 06/2022 → 08/2022
  Morgan Stanley
  New York, NY
• 09/2021 → 05/2022
  Barnard College
  New York, NY
• 06/2021 → 08/2021
  Morgan Stanley
  Greenwich, CT
• 06/2020 → 08/2020
  Dfo Management, Llc
  New York, NY
• 07/2018 → 08/2018
  New Rochelle Racquet Club
  New Rochelle, NY
• 09/2018 → 05/2020
  Barnard College
  New York, NY
• 08/2014 → 06/2018
  Mamaroneck High School
  Mamaroneck, XX
• 09/2020 → 05/2021
  Barnard College
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-07
• S63 Uniform Securities Agent State Law Examination
  2023-08-07