Allan Pierre Golotko

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
NY	RA	APPROVED	2021-06-16
NJ	RA	APPROVED	2017-04-21

NY RA
APPROVED

Since 2021-06-16
NJ RA
APPROVED

Since 2017-04-21

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
Morgan Stanley Smith Barney Llc	New York	NY	08/2013	Present

08/2013 → Present

Morgan Stanley Smith Barney Llc

New York, NY

Other Businesses

RENTAL PROPERTY; INVESTMENT RELATED; OWEGO?/NY; REAL ESTATE; TITLE: CO-OWNER; START DATE: 9/2013; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 0. DUCK PIN LLC; INVESTMENT RELATED; FREEHOLD/NJ; REAL ESTATE; TITLE: CO-OWNER; START DATE: 9/2013; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 0.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-04-19
S63	Uniform Securities Agent State Law Examination	2012-12-20

S66 Uniform Combined State Law Examination

2017-04-19
S63 Uniform Securities Agent State Law Examination

2012-12-20

Other Names

Allan Pierre Golotko

View on SEC IAPD