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Nimedia R Ozinegbe

Morgan Stanley

Purchase, NY

New York, NY

CRD 7114249

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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
NJ RA APPROVED 2022-10-31
NY RA APPROVED 2022-10-31
  • NJ RA
    APPROVED
    Since 2022-10-31
  • NY RA
    APPROVED
    Since 2022-10-31

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

1 New York Plaza, New York, NY 10004 • 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 Smith Barney Llc New York NY 07/2022 Present
Morgan Stanley Smith Barney Llc New York NY 06/2021 08/2021
Morgan Stanley Smith Barney Llc New York NY 06/2020 08/2020
Kpmg New York NY 06/2017 08/2017
University Of Pennsylvania Athletics Finance Office Philadelphia PA 09/2019 05/2022
Unemployed Staten Island NY 08/2017 09/2019
Unemployed Staten Island NY 06/2012 06/2017
  • 07/2022 → Present
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 06/2021 → 08/2021
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 06/2020 → 08/2020
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 06/2017 → 08/2017
    Kpmg
    New York, NY
  • 09/2019 → 05/2022
    University Of Pennsylvania Athletics Finance Office
    Philadelphia, PA
  • 08/2017 → 09/2019
    Unemployed
    Staten Island, NY
  • 06/2012 → 06/2017
    Unemployed
    Staten Island, NY
Other Businesses

(1) 672884 - Send Your ETA LLC; Not Investment Related; New York, NY; Art/Culture; Partner; Start 01-July-2025; During business hours: 0; After business hours: 2; Marketing Lead and Event Planning.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-31
  • S66 Uniform Combined State Law Examination
    2022-10-31
Other Names
  • Rachael Nimedia Ozinegbe

View on SEC IAPD

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