Edgar M Rudolph

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

• 04/2014 → 03/2022
  Ubs Financial Services Inc.
  New Orleans, LA
• 03/2022 → Present
  Morgan Stanley Smith Barney Llc
  Mandeville, LA
• 03/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-04-24 → 2022-03-25
  Ubs Financial Services Inc.
  New Orleans, LA
  Covington, LA
• 1999-09-03 → 2014-04-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Metairie, LA
  Mandeville, LA

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-09-02
• S63 Uniform Securities Agent State Law Examination
  1993-08-12

Other Names

• Mason Rudolph
• Edgar Mason Rudolph
• Edgar M Rudolph Ii