Colin P Geraffo

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

• 07/2022 → Present
  Morgan Stanley
  Greenville, DE
• 08/2018 → 05/2022
  Marist College
  Poughkeepsie, NY
• 01/2002 → 07/2018
  Forest Lake, Wantagh Middle, Wantagh High School
  Wantagh, NY
• 01/2017 → 01/2018
  Tavoloo Pizza
  Wantagh, NY
• 01/2020 → 01/2021
  Strategic Security
  Atlantic Beach, NY
• 04/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*626483- Serviam Girl's Academy; Investment related: No; Wilmington, Delaware; Children/Youth; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 4; Accounting/Bookkeeping:Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2022-11-06

Other Names

• Colin Peter Geraffo