Nersi Boussina

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

• 06/1989 → Present
  S.F. Rec & Park
  San Francisco, CA
• 04/2007 → Present
  Morgan Stanley & Co., Incorporated
  San Francisco, CA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  San Francisco, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Francisco, CA
• 1998-08-24 → 2007-04-02
  Morgan Stanley Dw Inc.
  San Francisco, CA
  San Francisc, CA

Other Businesses

*50905 - Nersi & Eileen Boussina TTEE Boussina family trust; Investment related: Yes; San Francisco, California; Real Estate; Employee (proprietor, partner, officer, director, employee, trustee, agent); 12/2009; During business hours: 0; After business hours: 0; Property Management 2. *236179 - Boussina Family Trust; Investment related - Yes; San Francisco, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2015; During business hours: 0; After business hours: 1; Property Management 3. *516560- Trust; Investment related-Yes; San Francisco, California; 08/2022; During business hours: 0; After business hours: 0 4. *93991 - Boussina Family Trust; Investment related - Yes; San Francisco, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2012; During business hours: 0; After business hours: 1; Property Management *238203 - Boussina family trust; Investment related: Yes; san franciso, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2015; During business hours: 0; After business hours: 0; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-08-08
• S63 Uniform Securities Agent State Law Examination
  1994-07-05