Todd Urowsky

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

Authority	Category	Status	Date
GA	RA	APPROVED	2025-11-12
TX	RA	APPROVED	2025-11-07

GA RA
APPROVED

Since 2025-11-12
TX RA
APPROVED

Since 2025-11-07

Branch Locations

3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • 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

Organization	City	State	From	To
Ubs Financial Services Incc	Atlanta	GA	07/2010	11/2025
Morgan Stanley Smith Barney Llc	Atlanta	GA	11/2025	Present
Morgan Stanley Private Bank, N.A	New York	NY	12/2025	Present

07/2010 → 11/2025

Ubs Financial Services Incc

Atlanta, GA
11/2025 → Present

Morgan Stanley Smith Barney Llc

Atlanta, GA
12/2025 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2010-07-28 → 2025-11-19

Ubs Financial Services Inc.

Atlanta, GA

Marietta, GA
2003-02-20 → 2010-08-02

Goldman Sachs Wealth Services, L.P.

Atlanta, GA

Other Businesses

*674694- AMT Investors LLC; Investment related: No; atlanta, Georgia; Investment/Finance/Banking; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2017; During business hours: 0.01; After business hours: 0; Administrative

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-05-07

S63 Uniform Securities Agent State Law Examination

1999-05-07

Other Names

Todd Jeffrey Urowsky

View on SEC IAPD