Best Investors Account Sign in

Deena Tricia Wilson

Morgan Stanley

New York, NY

Purchase, NY

CRD 4994414

Claim This Profile
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
NY RA APPROVED 2021-06-16
NJ RA APPROVED 2009-06-01
  • NY RA
    APPROVED
    Since 2021-06-16
  • NJ RA
    APPROVED
    Since 2009-06-01

Branch Locations

750 Seventh Avenue, New York, NY 10019 • United States

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

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 07/2015 Present
Morgan Stanley Services Group Inc. New York NY 08/2017 12/2020
  • 07/2015 → Present
    New York, NY
  • 08/2017 → 12/2020
    Morgan Stanley Services Group Inc.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-25
  • S66 Uniform Combined State Law Examination
    2006-04-25
Other Names
  • Deena Tricia Marchan

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor