Noah Jon Caruso

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
  Boston, MA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-12-22 → 2009-06-01
  Morgan Stanley & Co. Llc
  Boston, MA

Other Businesses

1. *421781 - Trust; Investment related - Yes; Andover, Massachusetts; 01/2021; During business hours: 1; After business hours: 1. 2. *421782 - Trust; Investment related - Yes; Andover, Massachusetts; 01/2021; During business hours: 1; After business hours: 1. 3.* 443294 - Andover Little Leage; Investment related -No; Andover, Massachusetts; Sports; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 10;Other *640421- 11 Gatehouse, LLC; Investment related-Yes; key Largo, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 5; After business hours: 0; Property Management.

Exams

• S66 Uniform Combined State Law Examination
  2000-03-14

Other Names

• Noah Caruso