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Joseph John Schillaci

Morgan Stanley

New York, NY

CRD 7396353

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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
NJ RA APPROVED 2024-10-23
NY RA APPROVED 2022-09-04
TX RA APPROVED 2022-09-04
  • NJ RA
    APPROVED
    Since 2024-10-23
  • NY RA
    APPROVED
    Since 2022-09-04
  • TX RA
    APPROVED
    Since 2022-09-04

Branch Locations

55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States

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
OrganizationCityStateFromTo
Tradition Securities And Derivatives Llc New York NY 06/2021 05/2022
Seton Hall University South Orange NJ 09/2017 12/2019
St Joseph By The Sea High School Staten Island NY 12/2019 01/2021
Suny Maritime Bronx NY 09/2016 05/2017
Tradition Securities And Derivatives Llc New York NY 04/2021 06/2021
Unemployed Staten Island NY 02/2021 03/2021
St Joseph By The Sea High School Staten Island NY 06/2013 08/2019
Morgan Stanley New York NY 07/2022 Present
  • 06/2021 → 05/2022
    Tradition Securities And Derivatives Llc
    New York, NY
  • 09/2017 → 12/2019
    Seton Hall University
    South Orange, NJ
  • 12/2019 → 01/2021
    St Joseph By The Sea High School
    Staten Island, NY
  • 09/2016 → 05/2017
    Suny Maritime
    Bronx, NY
  • 04/2021 → 06/2021
    Tradition Securities And Derivatives Llc
    New York, NY
  • 02/2021 → 03/2021
    Unemployed
    Staten Island, NY
  • 06/2013 → 08/2019
    St Joseph By The Sea High School
    Staten Island, NY
  • 07/2022 → Present
    Morgan Stanley
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-03
S63 Uniform Securities Agent State Law Examination 2022-03-19
  • S66 Uniform Combined State Law Examination
    2022-09-03
  • S63 Uniform Securities Agent State Law Examination
    2022-03-19

View on SEC IAPD

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