Andrew Robert Wilshinsky

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
NJ	RA	APPROVED	2025-03-18
PA	RA	APPROVED	2021-12-15
NY	RA	APPROVED	2021-06-16
TX	RA	APPROVED_RES	2014-08-04

NJ RA
APPROVED

Since 2025-03-18
PA RA
APPROVED

Since 2021-12-15
NY RA
APPROVED

Since 2021-06-16
TX RA
APPROVED_RES

Since 2014-08-04

Branch Locations

Weehawken, NJ • United States

111 North Washington Avenue Suite 201, Scranton, PA 18503 • United States

Milford, PA • 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
Morgan Stanley Smith Barney	Scranton	PA	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

06/2009 → Present

Morgan Stanley Smith Barney

Scranton, PA
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Other Businesses

2. Racing Marketing Inc; Investment related; Milford, PA; Marketing / Advertising; Feb/2018; During business hours: 0; After business hours: 0.15; Wife owns businesses. On occasion write checks on behalf of wife. 3. Irrevocable Trust; Investment related; New York, NY; Trust; Trustee (proprietor, partner, officer, director, employee, trustee, agent); Dec 2007; During business hours: 0; After business hours: 0.5; Co- Trustee 4. Irrevocable Trust; Investment related; New York, NY; Trust; Trustee (proprietor, partner, officer, director, employee, trustee, agent); Dec 2007; During business hours: 0; After business hours: 0.5; Co- Trustee 5.Personal Trust; Investment related - Yes; New York, NY; Trust; Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); 06/2016; During business hours: 0; After business hours: 0.5 6. *412310 - Trust; Investment related -Yes; New York, New York; Trustee; 09/2019; During business hours: 1; After business hours: 0; * 372553 - Trust; Investment related Yes; Lords Valley, PA; July 2012; During business hours: 1; After business hours: 1. * 575947 - Sigrid's Animal Trust; Investment Related: No; Newfoundland, Pennsylvania; Animals; Trustee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2023; During Business Hours: 1; After Business Hours: 2; Administrative, Check Signing/Funds Disbursements, Investment Decisions/Advice

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-08-28

S63 Uniform Securities Agent State Law Examination

1991-08-28

View on SEC IAPD