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Craig Presant

Morgan Stanley

Philadelphia, PA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-16
PA RA APPROVED 2021-03-08
  • TX RA
    APPROVED
    Since 2021-03-16
  • PA RA
    APPROVED
    Since 2021-03-08

Branch Locations

1650 Market Street 42Nd Floor, Philadelphia, PA 19103 • 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
Yelp New York NY 02/2016 02/2017
Iq Media Conshohocken PA 02/2017 07/2018
Lincoln Financial Group Radnor PA 07/2018 10/2020
Morgan Stanley Philadelphia PA 12/2020 Present
  • 02/2016 → 02/2017
    Yelp
    New York, NY
  • 02/2017 → 07/2018
    Iq Media
    Conshohocken, PA
  • 07/2018 → 10/2020
    Lincoln Financial Group
    Radnor, PA
  • 12/2020 → Present
    Morgan Stanley
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-08
S63 Uniform Securities Agent State Law Examination 2018-08-29
  • S66 Uniform Combined State Law Examination
    2021-03-08
  • S63 Uniform Securities Agent State Law Examination
    2018-08-29

View on SEC IAPD

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Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA
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