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Jorge Torres

Morgan Stanley

Riverhead, NY

CRD 7373302

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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 2021-11-19
NY RA APPROVED 2021-09-27
  • TX RA
    APPROVED_RES
    Since 2021-11-19
  • NY RA
    APPROVED
    Since 2021-09-27

Branch Locations

611 East Main Street, Riverhead, NY 11901 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Riverhead NY 07/2021 Present
Giorgio Armani New York NY 11/2015 11/2020
Unemployed New York NY 11/2020 07/2021
Morgan Stanley Private Bank, N.A New York NY 10/2021 Present
  • 07/2021 → Present
    Riverhead, NY
  • 11/2015 → 11/2020
    Giorgio Armani
    New York, NY
  • 11/2020 → 07/2021
    Unemployed
    New York, NY
  • 10/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-27
  • S66 Uniform Combined State Law Examination
    2021-09-27
Other Names
  • Jorge A Torres

View on SEC IAPD

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