Andrew Martin Nania

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

• 08/2016 → 12/2019
  E*Trade Securities Llc
  New York, NY
• 08/2016 → 12/2019
  E*Trade Capital Management Llc
  New York, NY
• 12/2019 → 02/2020
  E*Trade Securities Llc
  Jersey City, NJ
• 12/2019 → 02/2020
  E*Trade Capital Management Llc
  Jersey City, NJ
• 02/2020 → 09/2023
  E*Trade Securities Llc
  New York, NY
• 02/2020 → 09/2023
  E*Trade Capital Management Llc
  New York, NY
• 01/2022 → Present
  Morgan Stanley
  New York, NY
• 09/2023 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2014-12-19 → 2023-09-05
  Harrisdirect Llc
  New York, NY
  Arlington, VA
  Jersey City, NJ
  New York, NY

Other Businesses

1. Name Board of Managers of the 137 DUPONT Condominium 2. Investment-related: No 3. Address: 137 Dupont St, Brooklyn, NY 11222 4. Nature: Condominium homeowners association 5. Position: Director 6. Start Date: 1/1/2014 7. Approx. number of hrs/mth devote to the other business: 4 8. Number of hrs devoted during securities trading hrs: 0 9. Duties: Manage the bank account. Make deposits of association monthly fees and pay the bills.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-18
• S63 Uniform Securities Agent State Law Examination
  2009-07-02

Designations

• Chartered Financial Analyst

Other Names

• Andrew Nania