Stacey Lynn Marino

Current Employers

Employment History

• 01/2016 → 02/2021
  Morgan Stanley Smith Batney Llc
  Wellesley, MA
• 03/2016 → 02/2021
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 02/2021 → Present
  Oppenheimer & Co, Inc
  Boston, MA
• 03/2016 → 02/2021
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-03-18 → 2021-03-24
  Morgan Stanley
  Wellesley, MA

Other Businesses

1. I AM THE SOLE TRUSTEE OF THE KERRY A SMITHERS 2003 IRREVOCABLE TRUST SINCE ITS INCEPTION ON 10/14/2003. THE TRUST WAS ESTABLISHED BY MY SISTER, KERRY A SMITHERS IN THE COMMONWEALTH OF MA ON 10/14/2003. THE TRUST USES MY ADDRESS. THE PURPOSE OF THE TRUST IS TO OWN AN INSURANCE POLICY AND OTHER INVESTMETNS FOR THE BENEFIT OF MY NIECE, TRINITY SMITHERS. THE INVESTMENT RELATED ACCOUNT IS MANAGED BY ME AND HELD AT OPPENHEIMER & CO, AS CUSTODIAN, UNDER IN INVESTMENT MANAGEMENT AGREEMENT. MY ROLE AS TRUSTEE INVOLVES APPROXIMATELY 1-2 HOURS OF MY TIME PER MONTH. 2. I AM THE SOLE TRUSTEE OF THE KERRY A SMITHERS 2003 IRREVOCABLE TRUST. THE TRUST OWNS A PASSIVE INVESTMENT IN SUGARHOUSE BBQ, LOCATED IN SALT LAKE CITY, UT. I HAVE NO INVOLVMENT WITH THE OPERATIONS O R MANAGEMENT OF THE RESTAURANT AND SPEND 0 HOURS PER MONTH ON THIS INVESTMENT.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-18
• S63 Uniform Securities Agent State Law Examination
  1995-01-11

Designations