Charles Edward Sessa

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-09-07
NJ	RA	APPROVED	2022-05-13
PA	RA	APPROVED	2020-12-11
TX	RA	APPROVED	2020-12-11

FL RA
APPROVED

Since 2023-09-07
NJ RA
APPROVED

Since 2022-05-13
PA RA
APPROVED

Since 2020-12-11
TX RA
APPROVED

Since 2020-12-11

Branch Locations

Naples, FL • United States

8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc.	Philadelphia	PA	01/2006	12/2020
Morgan Stanley Smith Barney Llc	Naples	FL	12/2020	Present
Morgan Stanley Private Bank, N.A	New York	NY	06/2021	Present

01/2006 → 12/2020

Ubs Financial Services Inc.

Philadelphia, PA
12/2020 → Present

Morgan Stanley Smith Barney Llc

Naples, FL
06/2021 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2012-03-27 → 2020-12-22

Ubs Financial Services Inc.

Philadelphia, PA

Other Businesses

1) BNewt LLC / 121 East 7th St Hinsdale,IL 60521 / Partnership/ Real Estate / Home purchased for Mom with brothers / Partner / / Fund expenses / Start Date 4/15/16 2) Ocean City Yacht Club / Social club to promote boating and sailing. / 100 Bay Ave, Ocean City, NJ 08226/ New Board-serve as a Trustee / www.ocyc.com / Start Date 1/26/2020 Additional Role at Ocean City Yacht Club: Officer/ Treasurer / Start Date 6/17/2020

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-03-09

S66 Uniform Combined State Law Examination

2006-03-09

Other Names

Chuck Sessa
Charles E Sessa

View on SEC IAPD