Michael Louis Eugeni

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

• 05/2025 → Present
  Morgan Stanley
  Houstan, TX
• 11/2024 → 05/2025
  Russell Tobin (Morgan Stanley)
  South Jordan, UT
• 10/2021 → 07/2022
  Texas Roadhouse
  Modesto, CA
• 08/2022 → 12/2022
  Sonoma State University
  Rohnert Park, CA
• 04/2023 → 07/2024
  United Mergers & Acquisitions Consultants
  Salt Lake City, UT
• 09/2023 → 12/2023
  Cattlemens
  Rohnert Park, CA
• 10/2022 → 10/2024
  Btl Llc
  Modesto, CA
• 08/2016 → 06/2020
  Los Altos High School
  Los Altos, CA
• 06/2020 → 12/2022
  Modesto Junior College
  Modesto, CA
• 09/2022 → 05/2024
  Sonoma State University
  Rohnert Park, CA
• 05/2024 → 11/2024
  N/A
  Modesto, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-26
• S63 Uniform Securities Agent State Law Examination
  2025-04-11