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Gerald Horn

Morgan Stanley

Bethesda, MD

CRD 7040569

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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
DC RA APPROVED 2022-04-07
TX RA APPROVED 2021-05-13
MD RA APPROVED 2021-05-03
  • DC RA
    APPROVED
    Since 2022-04-07
  • TX RA
    APPROVED
    Since 2021-05-13
  • MD RA
    APPROVED
    Since 2021-05-03

Branch Locations

7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • 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 Bethesda MD 11/2018 Present
Unemployed Potomac MD 06/2018 11/2018
Kglobal Washington DC 05/2018 06/2018
University Of Maryland College Park MD 08/2014 05/2018
Morgan Stanley Private Bank, N.A New York NY 07/2022 Present
  • 11/2018 → Present
    Morgan Stanley
    Bethesda, MD
  • 06/2018 → 11/2018
    Unemployed
    Potomac, MD
  • 05/2018 → 06/2018
    Kglobal
    Washington, DC
  • 08/2014 → 05/2018
    University Of Maryland
    College Park, MD
  • 07/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-03
  • S66 Uniform Combined State Law Examination
    2021-05-03

View on SEC IAPD

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