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Colin J Handley

Morgan Stanley

New York, NY

CRD 8013107

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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 2025-05-02
NY RA APPROVED 2025-02-21
  • TX RA
    APPROVED
    Since 2025-05-02
  • NY RA
    APPROVED
    Since 2025-02-21

Branch Locations

55 East 52Nd Street 28Th 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 12/2024 Present
Ernst & Young New York NY 05/2022 12/2024
Cbiz Mhm New York NY 10/2021 05/2022
University Of Alabama Tuscaloosa AL 08/2016 07/2021
Morgan Stanley Private Bank, N.A New York NY 03/2025 Present
  • 12/2024 → Present
    Morgan Stanley
    New York, NY
  • 05/2022 → 12/2024
    Ernst & Young
    New York, NY
  • 10/2021 → 05/2022
    Cbiz Mhm
    New York, NY
  • 08/2016 → 07/2021
    University Of Alabama
    Tuscaloosa, AL
  • 03/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-21
  • S66 Uniform Combined State Law Examination
    2025-02-21

View on SEC IAPD

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