Richard Medure

CRD 2618215

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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
CT	RA	APPROVED	2026-07-06
NY	RA	APPROVED	2021-06-16
TX	RA	APPROVED_RES	2011-02-25

CT RA
APPROVED

Since 2026-07-06
NY RA
APPROVED

Since 2021-06-16
TX RA
APPROVED_RES

Since 2011-02-25

Branch Locations

4 Landmark Square 2Nd Floor, Stamford, CT 06901 • 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
Morgan Stanley	Stamford	CT	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	02/2017	Present

06/2009 → Present

Morgan Stanley

Stamford, CT
02/2017 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

1998-03-19 → 2004-09-13

Ubs Financial Services Inc.

Stamford, CT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-02-15
S65	Uniform Investment Adviser Law Examination	1998-03-06
S63	Uniform Securities Agent State Law Examination	1996-09-04

S66 Uniform Combined State Law Examination

2007-02-15
S65 Uniform Investment Adviser Law Examination

1998-03-06
S63 Uniform Securities Agent State Law Examination

1996-09-04

Other Names

Richard Perrotta

View on SEC IAPD

More in Stamford, CT

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