Trent Joseph Greco

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
  Oxnard, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2008-08-15 → 2009-06-01
  Citigroup Global Markets Inc.
  Oxnard, CA
• 1997-07-08 → 2008-08-22
  Ubs Financial Services Inc.
  Oxnard, CA
  Oxnard, CA

Other Businesses

1. STAVE ART BY THE BARREL. OJAI, CA. NOT INVESTMENT RELATED. BUSINESS - ART FOR SALE MADE FROM WINE BARRELS. TITLE - PRESIDENT. START DATE - 01/02/2006. 2 HRS/MONTH. NO HRS DURING SECURITIES TRADING HRS. DUTIES - IDEA MAN FOR NEW DESIGNS AND PROVIDE PAYROLL. 2. FIVE RENTAL PROPERTIES,OWNER; INVESTMENT RELATED; PORT HUENEME, CA; OXNARD, CA; DALLAS, TX; POST GATE SPRING, TX; ARLINGTON, TX; DURING BUSINESS HOURS- 3, AFTER BUSINESS HOURS- 0; START DATE: 06/2015 3. Premier Property; Investment related Yes; Dallas, TX; Real Estate; Proprietor, partner, officer, director, employee, trustee, agent; Dec 2016; During business hours: 0; After business hours: 1; *377028 - Greco Real estate; Investment related Yes; ojai, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2016; During business hours: 0; After business hours: 2; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-19
• S63 Uniform Securities Agent State Law Examination
  1992-09-08

Other Names

• Trent J Greco