Pamela Chasin

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

• 09/2013 → 10/2020
  Ubs Financial Services Inc.
  Uniondale, NY
• 10/2020 → Present
  Morgan Stanley Smith Barney Llc
  Greenwich, CT
• 11/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2013-11-01 → 2020-10-13
  Ubs Financial Services Inc.
  Garden City, NY
  Greenwich, CT
  Jericho, NY
  Greenwich, CT

Other Businesses

*582562 - Stuy Town LLC; Investment related: Yes; Greenwich, Connecticut; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 2; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-30
• S63 Uniform Securities Agent State Law Examination
  1996-05-10

Other Names

• Pamela Tricia Blanc
• Pamela Tricia Blanc
• Pamela T Chasin
• Pamela Tricia Chasin