Allison M Banavitch

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 → 02/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 07/2014 → 06/2018
  Christopher's A Neighborhood Place
  Malvern, PA
• 01/2018 → 05/2018
  Study Abroad Ies Barcelona
  Barcelona
• 06/2018 → 08/2018
  Bausch Health
  Bridgewater, NJ
• 06/2015 → 05/2019
  Penn State University
  University Park, PA
• 09/2022 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 02/2021 → 08/2022
  Susquehanna International Group
  Bala Cynwyd, PA

Exams

• S66 Uniform Combined State Law Examination
  2022-11-11
• S63 Uniform Securities Agent State Law Examination
  2019-10-25

Other Names

• Allison Banavitch
• Allison Marie Banavitch