Pamela Anne Gold

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Providence, RI

Previous Registrations

• 2005-04-22 → 2009-06-01
  Citigroup Global Markets Inc.
  Providence, RI
  Providence, RI

Other Businesses

*545018 - Lending; Investment related Yes; Shrewsbury, Massachusetts; 03/2023 ; During business hours: 0; After business hours: 0. *564987 - Bryant University Center for Women in Finance and Leadership; Investment related-No; Smithfield, Rhode Island; Education; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 5; Advise on programming for female students and to attract more women to the University.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-26
• S63 Uniform Securities Agent State Law Examination
  1998-12-01

Designations

• Certified Financial Planner

Other Names

• Pamela Anne Smith
• Pamela Anne Smith
• Pamela Anne Roche