Declan P Treanor

CRD 3139006

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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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-12-12
NY	RA	APPROVED	2021-08-05

TX RA
APPROVED_RES

Since 2021-12-12
NY RA
APPROVED

Since 2021-08-05

Branch Locations

399 Park Avenue 12Th Floor, New York, NY 10022 • United States

West Islip, NY • 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

Organization	City	State	From	To
Oppenheimer & Co. Inc.	New York	NY	07/2015	12/2017
Morgan Stanley Smith Barney Llc	New York	NY	12/2017	Present

07/2015 → 12/2017

Oppenheimer & Co. Inc.

New York, NY
12/2017 → Present

Morgan Stanley Smith Barney Llc

New York, NY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2010-02-05

S63 Uniform Securities Agent State Law Examination

2010-02-05

Other Names

Declan Patrick Treanor
Declan Treanor

View on SEC IAPD

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