Samuel Uzzan

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

• 03/2026 → Present
  Morgan Stanley
  Greenwood Village, CO
• 11/2022 → 03/2026
  Clifton Larson Allen
  Denver, CO
• 07/2021 → 10/2022
  Pennymac Financial Services
  Pasadena, CA
• 08/2017 → 05/2021
  University Of Colorado Boulder
  Boulder, CO
• 08/2014 → 05/2017
  Beverly Hills High School
  Beverly Hills, CA
• 05/2019 → 07/2019
  Malom Consulting
  Los Angeles, CA
• 05/2018 → 07/2018
  Merril Lynch
  Beverly Hills, CA
• 04/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*696207 - Buzz Cruise Investments LLC; Investment related - Yes; Denver, Colorado; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 0.5; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2026-01-23