Santo Borsellino

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

• 06/2013 → Present
  Morgan Stanley Smith Barney, Llc
  Stamford, CT
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

1) Crump Life Insurance; Not investment related; I receive a renewal commissions on a Long Term Care Policy. There will there be no new activity with this company as all new business will be with Morgan Stanley; Independent Contractor; Start date: 06/2013; During business hours: 0; After business hours: 0 2) West Coast Life Insurance Co.; Not investment related; I receive a renewal commissions on a Long Term Care Policy. There will there be no new activity with this company as all new business will be with Morgan Stanley; Independent Contractor; Start date: 06/2013; During business hours: 0; After business hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2013-08-28

Other Names

• Santo Barsellino