Tara Frohner

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

• 09/2019 → 01/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
• 06/2019 → 08/2019
  Unemployed
  Villanova, PA
• 02/2019 → 05/2019
  Portnoff Law Associates
  King Of Prussia, PA
• 06/2018 → 01/2019
  Unemployed
  Villanova, PA
• 01/2017 → 05/2018
  Moriconi Flowers Ltd
  Elkins Park, PA
• 01/2007 → 12/2016
  Unemployed
  Villanova, PA
• 10/2019 → 01/2023
  Bank Of America, N.A.
  Wayne, PA
• 01/2023 → Present
  Morgan Stanley Smith Barney Llc
  Berwyn, PA
• 03/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2020-02-25 → 2023-01-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA

Other Businesses

*577513- Academy of Notre Dame de Namur; Investment related-No; Villanova, Pennsylvania; Education; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 1; Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2020-02-21

Other Names

• Tara Bullock