Dominic Provenzano

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Dallas, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

1. Rental Property; Investment related Yes; Rental Property; Landlord (proprietor, partner, officer, director, employee, trustee, agent); Aug 2005 2. * 418401 - Trust; Investment related Yes; Huntington, NY; Dec 2020; During business hours: 5; After business hours: 0. 3. *485739 - Trust; Investment related - Yes; Huntington, New York; 12/2021; During business hours: 5; After business hours: 0 4. * 485394 - Trust; Investment related Yes; Huntington, New York; Trust; Trustee/Co Trustee;12/2021; During business hours: 5; After business hours: 0; Investment Decisions/Advice *576809- Rental Property; Investment related: Yes; Laguna Woods, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 0; After business hours: 5; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-09
• S63 Uniform Securities Agent State Law Examination
  1992-07-06