Gerald Horn

Claim This Profile

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-05-03

S66 Uniform Combined State Law Examination

2021-05-03

View on SEC IAPD

Other Firms

BLUE SPARROW FUNDS GP LLC

KALAMATA ASSET MANAGEMENT LLC

GLASSY MOUNTAIN ADVISORS, INC.

NOORDZEE CAPITAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

HIGHTOWER ADVISORS, LLC

GOLDEN WEALTH STRATEGIES

Other Investors

Brian Craig Luts

DAVID MICHAEL GREENLEIGH

JAMIE LYNN BIGSBY

Brian Hawthorne-Codato

William K McCaffrey

ALEXANDER SIDNEY JOHANNES LEVY

FREDERICK THOMAS TURNER

Other Offices

LGG FINANCIAL · BETHESDA, MD

BLUE SPARROW FUNDS GP LLC · BETHESDA, MD

KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD

GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD

NOORDZEE CAPITAL LLC · BETHESDA, MD

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD

HIGHTOWER ADVISORS, LLC · BETHESDA, MD

GOLDEN WEALTH STRATEGIES · Bethesda, MD

More in Bethesda, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor