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Sean Michael Franson

Morgan Stanley

Purchase, NY

CRD 7974278

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-02-05
  • NY RA
    APPROVED
    Since 2025-02-05

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors, Llc. New York NY 08/2024 01/2025
American Eagle Riverhead NY 07/2019 01/2022
Swan Lake Golf Course Manorville NY 05/2022 08/2023
Custom Computer Specialists Hauppauge NY 06/2023 08/2023
Suny Geneseo Geneseo NY 08/2020 05/2024
Unemployed Shoreha NY 06/2024 08/2024
Shoreham-Wading River High School Shoreham NY 09/2016 06/2020
Morgan Stanley Purchase NY 01/2025 Present
  • 08/2024 → 01/2025
    New York, NY
  • 07/2019 → 01/2022
    American Eagle
    Riverhead, NY
  • 05/2022 → 08/2023
    Swan Lake Golf Course
    Manorville, NY
  • 06/2023 → 08/2023
    Custom Computer Specialists
    Hauppauge, NY
  • 08/2020 → 05/2024
    Suny Geneseo
    Geneseo, NY
  • 06/2024 → 08/2024
    Unemployed
    Shoreha, NY
  • 09/2016 → 06/2020
    Shoreham-Wading River High School
    Shoreham, NY
  • 01/2025 → Present
    Purchase, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-22
  • S66 Uniform Combined State Law Examination
    2024-07-22
Other Names
  • Sean Michael Franson
  • Sean Franson

View on SEC IAPD

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