Pietersen B Sylvester

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

• 01/2025 → Present
  Morgan Stanley
  San Francisco, CA
• 10/2023 → 12/2024
  Santa Clara University
  Santa Clara, CA
• 08/2023 → 09/2023
  Yext
  New York, NY
• 06/2023 → 08/2023
  Building Industry Partners
  New York, NY
• 11/2022 → 05/2023
  Santa Clara University
  Santa Clara, CA
• 08/2022 → 10/2022
  Santa Clara University
  Santa Clara, CA
• 06/2022 → 08/2022
  Zacco Construction Management
  New York, NY
• 09/2021 → 06/2022
  Santa Clara University
  Santa Clara, CA
• 06/2021 → 08/2021
  Freedom Golf Association
  Chicago, IL
• 09/2020 → 06/2021
  Santa Clara University
  Santa Clara, CA
• 06/2015 → 08/2020
  Unemployed
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-05-21