Nicholas Dufeu

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

• 08/2022 → Present
  Morgan Stanley
  New York, NY
• 11/2016 → 08/2022
  Cushman & Wakefield
  New York, NY
• 02/2009 → 11/2016
  Cushman & Wakefield
  London
• 11/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*613029- UCL Friends and Alumni Association; Investment related: No; New York, New York; Education; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 1; Administrative, Other

Exams

• S66 Uniform Combined State Law Examination
  2022-10-21