Gary Patrick Owens

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2017-02-13
TX	RA	APPROVED_RES	2017-02-13

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley Smith Barney	Boca Raton	FL	06/2010	02/2017
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	02/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boca Raton	FL	02/2017	Present
Bank Of America, N.A.	Boca Raton	FL	02/2017	Present

06/2010 → 02/2017

Morgan Stanley Smith Barney

Boca Raton, FL
01/2015 → 02/2017

Morgan Stanley Private Bank, National Association

New York, NY
02/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boca Raton, FL
02/2017 → Present

Bank Of America, N.A.

Boca Raton, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-09-08