Brad Currao

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

• 09/2018 → 06/2020
  Guardian Life Insurance Company
  Shrewsbury, NJ
• 09/2013 → 05/2018
  Wagner College
  Staten Island, NY
• 05/2018 → 09/2018
  Unemployed
  Howell, NJ
• 02/2020 → 06/2020
  Park Avenue Securities
  Shrewsbury, NJ
• 09/2019 → 01/2021
  Big League Talent Ace's
  Brick, NJ
• 01/2021 → 08/2024
  Ubs Financial Services Inc.
  Weehawken, NJ
• 10/2024 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2021-04-12 → 2024-09-18
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-04-09