Samantha Favis

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

• 09/2015 → 03/2017
  First Republic Investment Managment
  New York, NY
• 09/2015 → 03/2017
  First Republic Securities Company
  New York, NY
• 04/2017 → 05/2023
  Morgan Stanley & Co., Llc
  New York, NY
• 05/2023 → Present
  Morgan Stanley
  Greenwood Village, CO

Other Businesses

*626272-  Zriwesa LLC; Investment related-Yes; Leesburg, Florida; Real Estate; Manager (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 0; My parents are forming LLCs to protect their real estate assets. *660559 -  Ariwesa LLC; Investment related-Yes; Leesburg, Florida; Real Estate; I am not named on the articles of limited liability (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 0; My parents are forming LLCs to protect their real estate assets.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-29
• S63 Uniform Securities Agent State Law Examination
  2010-08-16

Other Names

• Samantha Favis
• Samantha Kates Favis