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Frank Lourenso

Morgan Stanley

Jericho, NY

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
CA RA APPROVED 2009-06-01
FL RA APPROVED 2009-06-01
NJ RA APPROVED 2009-06-01
TX RA APPROVED_RES 2009-06-01
  • NY RA
    APPROVED
    Since 2021-06-16
  • CA RA
    APPROVED
    Since 2009-06-01
  • FL RA
    APPROVED
    Since 2009-06-01
  • NJ RA
    APPROVED
    Since 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2009-06-01

Branch Locations

Two Jericho Plaza, Jericho, NY 11753 • 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
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Jericho NY 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Jericho, NY
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Jericho, NY
  • 2007-02-16 → 2007-04-02
    Morgan Stanley Dw Inc.
    Jericho, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-01-24
S63 Uniform Securities Agent State Law Examination 1992-10-20
  • S65 Uniform Investment Adviser Law Examination
    1997-01-24
  • S63 Uniform Securities Agent State Law Examination
    1992-10-20
Designations

View on SEC IAPD

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Other Offices

FIRST LONG ISLAND INVESTORS, LLC · JERICHO, NY
LPL FINANCIAL LLC · JERICHO, NY
UBS FINANCIAL SERVICES INC. · Jericho, NY
UBS FINANCIAL SERVICES INC. · JERICHO, NY
RBC CAPITAL MARKETS, LLC · JERICHO, NY
UBS FINANCIAL SERVICES INC. · Jericho, NY
ERNST & YOUNG INVESTMENT ADVISERS LLP · Jericho, NY
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