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Maura T Coolican

Morgan Stanley

New York, NY

Somers, NY

CRD 2278884

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-12-12
NY RA APPROVED 2021-08-12
  • TX RA
    APPROVED_RES
    Since 2021-12-12
  • NY RA
    APPROVED
    Since 2021-08-12

Branch Locations

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

Somers, 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
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Purchase NY 05/2011 09/2016
Morgan Stanley & Co. Llc New York NY 09/2016 Present
Morgan Stanley Smith Barney Llc New York NY 09/2016 08/2017
Morgan Stanley Smith Barney Llc New York NY 08/2017 Present
Morgan Stanley New York NY 06/2021 Present
  • 05/2011 → 09/2016
    Morgan Stanley Smith Barney
    Purchase, NY
  • 09/2016 → Present
    Morgan Stanley & Co. Llc
    New York, NY
  • 09/2016 → 08/2017
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 08/2017 → Present
    Morgan Stanley Smith Barney Llc
    New York, NY
  • 06/2021 → Present
    Morgan Stanley
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-12-29
  • S63 Uniform Securities Agent State Law Examination
    1994-12-29
Other Names
  • Maura Margaret Troy
  • Maura Margaret Troy Collican
  • Maura Margaret Troy Coolican
  • Maura Margaret Coolican
  • Maura T Coolican
  • Maura Coolican

View on SEC IAPD

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