Greg Realmuto

CRD 2169996

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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

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-09-01
TX	RA	APPROVED_RES	2023-09-01
NY	RA	APPROVED	2021-06-16
CT	RA	APPROVED	2019-04-16

NJ RA
APPROVED

Since 2023-09-01
TX RA
APPROVED_RES

Since 2023-09-01
NY RA
APPROVED

Since 2021-06-16
CT RA
APPROVED

Since 2019-04-16

Branch Locations

1 New York Plaza, New York, NY 10004 • 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
Merrill Lynch, Pierce, Fenner & Smith	Pennington	NJ	02/2007	03/2019
Morgan Stanley	New York	NY	03/2019	Present

02/2007 → 03/2019

Merrill Lynch, Pierce, Fenner & Smith

Pennington, NJ
03/2019 → Present

Morgan Stanley

New York, NY

Previous Registrations

2009-03-31 → 2019-03-04

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Pennington, NJ

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-03-27
S63	Uniform Securities Agent State Law Examination	1992-03-16

S65 Uniform Investment Adviser Law Examination

2009-03-27
S63 Uniform Securities Agent State Law Examination

1992-03-16

Other Names

Greg Charles Realmuto

View on SEC IAPD

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