Gary M Cecchett

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

• 05/2016 → Present
  Morgan Stanley
  Rehoboth Beach, DE
• 07/2016 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2010-05-03 → 2016-06-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dover, DE

Other Businesses

I*72317 FOR-PROFIT ORGANIZATION: CECCHETT INVESTMENT RELATED: Y ADDRESS OF BUSINESS: DOVER, DELAWARE 19901 NATURE OF BUSINESS: OWNED JOINTLY POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 11/24/2003 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INVESTMENT PROPERTY I*72318 FOR-PROFIT ORGANIZATION: CECCHETT INVESTMENT RELATED: Y ADDRESS OF BUSINESS: DOVER, DELAWARE 19901 NATURE OF BUSINESS: OWNED JOINTLY POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 6/15/2005 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INVESTMENT PROPERTY I*72319 FOR-PROFIT ORGANIZATION: CECCHETT INVESTMENT RELATED: Y ADDRESS: DOVER, DELAWARE 19904 NATURE OF BUSINESS: OWNED JOINTLY POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 12/23/2007 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INVESTMENT PROPERTY I*72320 FOR-PROFIT ORGANIZATION: CECCHETT INVESTMENT RELATED: Y ADDRESS: DOVER, DELAWARE 19901 NATURE OF BUSINESS: OWNED JOINTLY POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 2/22/2008 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INVESTMENT PROPERTY

Exams

• S66 Uniform Combined State Law Examination
  2010-04-30

Other Names

• Gary Matthew Cecchett