Claudia W Mundahl

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

• 08/2009 → Present
  Morgan Stanley
  Morristown, NJ
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-06-01 → 2009-07-09
  Morgan Stanley
  Paramus, NJ
• 2009-01-29 → 2009-06-01
  Morgan Stanley & Co. Llc
  Paramus, NJ

Other Businesses

*OBI - 48347 - Coldwell Banker Realty Referral Network ; Investment related - No ; Madison, New Jersey ; Real Estate ; Inactive Real Estate License Holder(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2020 ; During business hours : 0 ; After business hours : 0 ; Referrals

Exams

• S66 Uniform Combined State Law Examination
  2009-01-28

Other Names

• Claudia Mundahl