Todd Locicero

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

• 09/2010 → 10/2024
  Ubs Financial Services Inc
  Los Angeles, CA
• 10/2024 → Present
  Morgan Stanley
  Menlo Park, CA

Previous Registrations

• 2010-09-14 → 2024-10-29
  Ubs Financial Services Inc.
  Encino, CA
  Los Angeles, CA
  Scottsdale, AZ
  Newport Beach, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  El Segunda, CA
  Beverly Hills, CA
  El Segundo, CA
  San Francisco, CA
  Palo Alto, CA
  San Francisco, CA
  Incline Village, NV
• 2009-06-01 → 2010-10-22
  Morgan Stanley
  Los Angeles, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY
  Los Angeles, CA
• 2002-08-13 → 2007-04-02
  Morgan Stanley Dw Inc.
  Greenwich, CT
  Purchase, NY
  Purchase, NY
• 2001-04-13 → 2002-08-09
  Robertson Stephens, Inc.
  San Francisco, CA

Other Businesses

636827 - 1120 Palm Drive; Investment Related - Yes; Hermosa Berach, California; Real Estate; Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2025; During Business Hours: 0; After Business Hours: 1; Owner of the house and I'm turning the house into a rental property.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-04-01
• S63 Uniform Securities Agent State Law Examination
  1992-05-22

Other Names

• Todd Locicero
• Todd Alan Locicero