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Louis Joseph Popielarcheck

Morgan Stanley

Raleigh, NC

CRD 2124497

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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_RES 2020-05-05
NC RA APPROVED 2012-03-12
  • TX RA
    APPROVED_RES
    Since 2020-05-05
  • NC RA
    APPROVED
    Since 2012-03-12

Branch Locations

3800 Glenwood Avenue Suite 500, Raleigh, NC 27612 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Raleigh NC 02/2012 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 02/2012 → Present
    Morgan Stanley Smith Barney
    Raleigh, NC
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Other Businesses

1. LOUIS POPIELARCHECK MERRYANNE POPIELARCHECK- VIRGINIA CREEPER LANE WILLOW SPRING NC 27592- REAL ESTATE RENTALS- OWNERS, MANAGEMENT OF RENTAL PROPERTIES. THIS REQUIRES VERY LITTLE OF MY TIME- 01/2012- MONTHLY RENTAL INCOME- 1 HOUR OUTSIDE BUSINESS HOURS, 0 SHARES HELD- THIS IS A RENTAL COMPANY THAT MY WIFE AND I OWN. WE HAVE 5 INDIVIDUAL HOMES THAT WE RENT TO OUT TENANTS. WE COLLECT MONTHLY RENT FROM THESE TENANTS. MY TIME ON THIS COMPANY DURING NORMAL BUSINESS HOURS ARE "0" * 353397 - WSP Farms, LLC; Investment related Yes; Raleigh, NC; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); Sept 2018; During business hours: 1; After business hours:10; Property Management. *492018- LM5 FIELD OF VISIONS; Investment related Yes; Holly Springs, North Carolina; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 4; Labor/Service, Property Management *549873 - H 7 Outdoors LLC; Investment related: Yes; Raleigh, North Carolina; Agriculture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 2; Business Development/Growth

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-06-06
S63 Uniform Securities Agent State Law Examination 1991-04-08
  • S65 Uniform Investment Adviser Law Examination
    2007-06-06
  • S63 Uniform Securities Agent State Law Examination
    1991-04-08
Other Names
  • Louie Popielarcheck
  • Lou Popielarcheck

View on SEC IAPD

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