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Nathaniel Bozzella

Morgan Stanley

New York, NY

CRD 8005094

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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
TX RA APPROVED 2025-08-25
NJ RA APPROVED 2025-06-30
NY RA APPROVED 2025-06-28
  • TX RA
    APPROVED
    Since 2025-08-25
  • NJ RA
    APPROVED
    Since 2025-06-30
  • NY RA
    APPROVED
    Since 2025-06-28

Branch Locations

55 East 52Nd Street 12Th Floor, New York, NY 10055 • 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
Morgan Stanley New York NY 11/2024 Present
Hall Capital Partners San Francisco CA 06/2022 07/2024
Maryland Capital Management Remote XX 07/2021 08/2021
Los Angeles Dodgers Remote XX 03/2021 04/2022
Unemployed New Canaan CT 08/2024 11/2024
Tufts University Medford MA 08/2018 05/2022
New Canaan High School New Canaan CT 08/2014 06/2018
Bay Head Improvement Association Bay Head NJ 07/2019 08/2019
  • 11/2024 → Present
    Morgan Stanley
    New York, NY
  • 06/2022 → 07/2024
    Hall Capital Partners
    San Francisco, CA
  • 07/2021 → 08/2021
    Maryland Capital Management
    Remote, XX
  • 03/2021 → 04/2022
    Los Angeles Dodgers
    Remote, XX
  • 08/2024 → 11/2024
    Unemployed
    New Canaan, CT
  • 08/2018 → 05/2022
    Tufts University
    Medford, MA
  • 08/2014 → 06/2018
    New Canaan High School
    New Canaan, CT
  • 07/2019 → 08/2019
    Bay Head Improvement Association
    Bay Head, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-27
  • S66 Uniform Combined State Law Examination
    2025-06-27

View on SEC IAPD

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