Frank M Laferlita

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

• 08/2022 → Present
  Morgan Stanley
  New York, NY
• 06/2021 → 12/2021
  C7 Advisors, Llc
  New York, NY
• 07/2021 → 08/2021
  Morgan Stanley
  New York, NY
• 05/2021 → 07/2021
  Trust Capital Markets
  New York, NY
• 07/2020 → 08/2020
  Allied Millennial Partners
  New York, NY
• 08/2014 → 05/2018
  Xavier High School
  New York, NY
• 06/2018 → 08/2018
  Our Lady Star Of The Sea Camp
  Staten Island, NY
• 08/2018 → 05/2022
  University Of Arizona
  Tucson, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-31
• S63 Uniform Securities Agent State Law Examination
  2022-09-13