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Brooke A Reilly

Morgan Stanley

Ithaca, NY

CRD 5103994

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-03-14
NY RA APPROVED 2021-06-16
RI RA APPROVED 2018-12-14
  • TX RA
    APPROVED
    Since 2022-03-14
  • NY RA
    APPROVED
    Since 2021-06-16
  • RI RA
    APPROVED
    Since 2018-12-14

Branch Locations

130 East Seneca Street Suite 500, Ithaca, NY 14850 • 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
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Ithaca NY 07/2016 Present
Morgan Stanley Private Bank, N.A. New York NY 09/2016 Present
  • 07/2016 → Present
    Morgan Stanley Smith Barney Llc
    Ithaca, NY
  • 09/2016 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-31
S63 Uniform Securities Agent State Law Examination 2007-01-23
  • S65 Uniform Investment Adviser Law Examination
    2009-03-31
  • S63 Uniform Securities Agent State Law Examination
    2007-01-23
Other Names
  • Brooke Bloomingdale
  • Brooke Ann Bloomingdale
  • Brooke A Bloomingdale

View on SEC IAPD

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