Cristina Lozano

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2022-09-21
NY	RA	APPROVED	2022-09-17

NJ RA
APPROVED

Since 2022-09-21
NY RA
APPROVED

Since 2022-09-17

Branch Locations

1 New York Plaza, New York, NY 10004 • United States

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

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

Organization	City	State	From	To
Morgan Stanley	New York	NY	07/2022	Present
New York University	New York	NY	09/2018	05/2022
Moda Operandi	New York	NY	06/2019	08/2019
Morgan Stanley	New York	NY	06/2021	08/2021
New Explorations Into Science, Technology And Math High School	New York	NY	09/2014	06/2018

07/2022 → Present

Morgan Stanley

New York, NY
09/2018 → 05/2022

New York University

New York, NY
06/2019 → 08/2019

Moda Operandi

New York, NY
06/2021 → 08/2021

Morgan Stanley

New York, NY
09/2014 → 06/2018

New Explorations Into Science, Technology And Math High School

New York, NY

Other Businesses

*580069 - Self Proprietor; Investment Related - Yes; New York, New York; Retail/Online Stores; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2018; During Business Hours: 0; After Business Hours: 30; Sales/Marketing

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-17

S66 Uniform Combined State Law Examination

2022-09-17

View on SEC IAPD