Bryce Daniel Castellone

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

• 06/2021 → Present
  Morgan Stanley
  New York, NY
• 08/2016 → 05/2017
  South Windsor Public Schools
  South Windsor, CT
• 05/2017 → 08/2017
  South Windsor Parks & Recreation
  South Windsor, CT
• 08/2017 → 05/2018
  Southern Connecticut State University
  New Haven, CT
• 05/2018 → 08/2018
  South Windsor Parks & Recreation
  South Windsor, CT
• 08/2018 → 05/2019
  Southern Connecticut State University
  New Haven, CT
• 05/2019 → 07/2019
  South Windsor Parks & Recreation
  South Windsor, CT
• 06/2019 → 07/2019
  Morgan Stanley
  West Hartford, CT
• 08/2019 → 06/2020
  Southern Connecticut State University
  New Haven, CT
• 06/2020 → 08/2020
  South Windsor Parks & Recreation
  South Windsor, CT
• 08/2020 → 05/2021
  Southern Connecticut State University
  New Haven, CT

Exams

• S66 Uniform Combined State Law Examination
  2021-10-29

Other Names

• Bryce Castellone
• Bryce D Castellone