Raymond Jay Sinkiewicz

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

• 03/2014 → Present
  Morgan Stanley
  Houston, TX
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2006-10-04 → 2014-03-17
  Rbc Capital Markets, Llc
  Houston, TX
  Houston, TX

Other Businesses

SBISD Spring Branch Independent Schools District; Non Investment-related; HOUSTON, TX; Member; Adviser; 05/2017; DURING BUSINESS HOURS: 0, AFTER BUSINESS HOURS: 2 *439185 - Trust; Investment related - Yes; Wimauma, Florida; 07/2009; During business hours: 0; After business hours: 0 *525178 -Advisory Merchant Services; Investment related: No; Houston, Texas; Sales company bringing small businesses to payment processors like First Data.; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 5; Business Development/Growth *542321 - Advisory Merchant Services Silver LLC; Investment related Yes; Houston, Texas; Sales company bringing small businesses to payment processors like First Data.; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2023 ; During business hours: 0; After business hours: 5; Business Development/Growth. *542324 - Advisory Merchant Services Gold, LLC; Investment related Yes; Houston, Texas; Sales company bringing small businesses to payment processors like First Data.; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2023 ; During business hours: 0; After business hours: 5; Business Development/Growth. *585386 - Raymond Sinkiewicz; Investment Related - No; Houston, Texas; Art/Culture; Creator of art (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2024; During Business Hours: 0; After Business Hours: 10; Business Development/Growth, Sales/Marketing

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-27
• S63 Uniform Securities Agent State Law Examination
  1993-01-18