Carolyn Jeanne Weiss

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Melville, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-10-24 → 2009-06-01
  Morgan Stanley & Co. Llc
  Melville, NY

Other Businesses

Owner of rental property; effective 4/2015 *494800 : Trust ; Investment related : Yes ; East Islip ; New York ; Trust ; Trustee/Co-Trustee ; 11/2015 ; During business hours : 0.5 ; After business hours : 0 ; Estate Administration

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-04
• S63 Uniform Securities Agent State Law Examination
  1995-11-17

Other Names

• Carolyn Jeanne Concannon
• Carolyn Jeanne Casey
• Carolyn Jeanne Case
• Carolyn Jeanne Case
• Carolyn Jeanne Concannon-Casey
• Carolyn Jeanne Case
• Carolyn Jeanne Weiss
• Carolyn Jeanne Case-Weiss