Greegory Reyes

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

• 08/2019 → 02/2020
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2015 → 05/2019
  Appalachian State University
  Boone, NC
• 06/2017 → 08/2017
  Roundpoint Mortgage
  Charlotte, NC
• 09/2017 → 10/2017
  Linville Ridge Country Club
  Linville, NC
• 09/2018 → 12/2018
  Savannahs Oyster House
  Blowing Rock, NC
• 06/2019 → 07/2019
  Grandfather Country Club
  Linville, NC
• 02/2020 → 08/2021
  Morgan Stanley
  Charlotte, NC
• 02/2024 → Present
  Morgan Stanley
  Charlotte, NC
• 09/2021 → 01/2024
  Goldman Sachs & Co
  Chicago, IL
• 03/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2020-05-16 → 2021-09-15
  Morgan Stanley
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-03-04
• S63 Uniform Securities Agent State Law Examination
  2019-11-06

Other Names

• Greegory Reyes
• Greegory Alexander Reyes
• Greegory Alexander Reyes Cobena
• Greegory A Reyes Cobena
• Greegory A Reyes