Anthony Lallo

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

• 03/2021 → Present
  Morgan Stanley
  Chicago, IL
• 06/2019 → 08/2019
  The Omerta Group
  Central
• 03/2019 → 06/2019
  The Greater Cincinnati Foundation
  Cincinnati, OH
• 08/2017 → 03/2019
  Sotto
  Cincinnati, OH
• 06/2016 → 08/2017
  Adriaticos
  Cincinnati, OH
• 08/2019 → 12/2019
  Unemployed
  Powell, OH
• 12/2019 → 03/2021
  Morgan Stanley
  Columbus, OH
• 08/2015 → 08/2019
  University Of Cincinnati
  Cincinatti, OH

Other Businesses

*453268- Peep Nation Capital LLC; Investment related: Yes; Columbus, Ohio; Investment/Finance/Banking; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 50; Investment Decisions/Advice

Exams

• S66 Uniform Combined State Law Examination
  2024-10-04