Andrew Joseph Porath

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

• 07/2021 → 07/2022
  Muriel Siebert & Co., Inc.
  Boca Raton, FL
• 04/2021 → 07/2021
  Prestige Shotcret & Gunnite
  West Palm Beach, FL
• 03/2021 → 03/2021
  Unemployed
  Wellington, FL
• 02/2020 → 02/2021
  Mariner Finance
  West Palm Beach, FL
• 09/2019 → 02/2020
  Unemployed
  Wellington, FL
• 07/2019 → 09/2019
  Back Office
  West Palm Beach, FL
• 04/2019 → 07/2019
  Unemployed
  Wellington, FL
• 06/2018 → 04/2019
  Bank Of America
  Boynton Beach, FL
• 05/2017 → 06/2018
  Starbucks
  Wellilngton, FL
• 08/2013 → 12/2016
  University Of South Florida
  Tampa, FL
• 01/2017 → 04/2017
  Unemployed
  Wellington, FL
• 08/2022 → Present
  Morgan Stanley Smith Barney Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2022-02-09 → 2022-07-22
  Siebert Advisornxt, Llc.
  New York, NY
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-01-21

Other Names

• Andrew Porath
• Andrew Joseph Porath