Cloise Belmont Anderson

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

• 05/2008 → Present
  Morgan Stanley & Co. Incorporated
  San Francisco, CA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  San Francisco, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-05-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Francisco, CA
• 2005-08-04 → 2008-05-14
  Lehman Brothers Inc.
  San Francisco, CA
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-17
• S63 Uniform Securities Agent State Law Examination
  1997-09-09

Other Names

• Monte Anderson
• Monte Anderson
• Cloise Belmont Anderson
• Cloise Belmont Anderson Jr.