Markella Neofytides

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

• 08/2025 → Present
  Morgan Stanley
  Purchase, NY
• 02/2025 → 06/2025
  Pappous Greek Kitchen
  Yorktown Heights, NY
• 06/2022 → 08/2022
  Odyssey Re
  Stamford, CT
• 12/2022 → 01/2023
  Odyssey Re
  Stamford, CT
• 08/2022 → 05/2024
  Stoneonta Clothing Co.
  Oneonta, NY
• 11/2022 → 05/2024
  Suny Oneonta
  Oneonta, NY
• 09/2016 → 06/2017
  John F Kennedy Catholic High School
  Somers, NY
• 06/2017 → 08/2017
  None
  Putnam Valley, NY
• 09/2017 → 06/2018
  John F Kennedy Catholic High School
  Somers, NY
• 07/2018 → 08/2018
  None
  Putnam Valley, NY
• 09/2018 → 06/2019
  John F Kennedy Catholic High School
  Somers, NY
• 07/2019 → 08/2019
  None
  Putnam Valley, NY
• 09/2019 → 05/2020
  John F Kennedy Catholic High School
  Somers, NY
• 06/2020 → 08/2020
  None
  Putnam Valley, NY
• 08/2020 → 01/2021
  University Of Alabama
  Tuscaloosa, AL
• 02/2021 → 02/2021
  Unemployed
  Putnam Valley, NY
• 03/2021 → 07/2021
  Westchester Community College
  Valhala, NY
• 08/2021 → 05/2022
  Suny Oneonta
  Oneonta, NY
• 06/2022 → 07/2022
  None
  Putnam Valley, NY
• 08/2022 → 05/2023
  Suny Oneonta
  Oneonta, NY
• 06/2023 → 07/2023
  None
  Putnam Valley, NY
• 08/2023 → 05/2024
  Suny Oneonta
  Oneonta, NY
• 05/2023 → 06/2023
  The American College Of Greece
  Athens
• 06/2024 → 01/2025
  None
  Putnam Valley, NY
• 06/2025 → 08/2025
  None
  Putnam Valley, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-05-13
• S63 Uniform Securities Agent State Law Examination
  2025-09-24