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John R Ciesla

Morgan Stanley

Charlotte, NC

CRD 7438861

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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
NY RA APPROVED 2024-03-04
  • NY RA
    APPROVED
    Since 2024-03-04

Branch Locations

6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • 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
Morgan Stanley Charlotte NC 10/2021 Present
Private Client Resources Wilton CT 08/2020 10/2021
Greenwich Associates Stamford CT 01/2019 08/2020
Rockit Solutions Stamford CT 06/2017 01/2019
University Of Connecticut Storrs CT 09/2013 05/2017
  • 10/2021 → Present
    Morgan Stanley
    Charlotte, NC
  • 08/2020 → 10/2021
    Private Client Resources
    Wilton, CT
  • 01/2019 → 08/2020
    Greenwich Associates
    Stamford, CT
  • 06/2017 → 01/2019
    Rockit Solutions
    Stamford, CT
  • 09/2013 → 05/2017
    University Of Connecticut
    Storrs, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-02
  • S66 Uniform Combined State Law Examination
    2024-03-02

View on SEC IAPD

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