Andrew I Borts

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

• 12/2018 → 09/2021
  Gilman Hill Asset Management, Llc
  New Canaan, CT
• 06/2017 → 09/2017
  S&P Global
  London
• 08/2014 → 06/2016
  Ubs
  New York, NY
• 06/2016 → 04/2018
  Full Time Student
  Lisbon
• 04/2018 → 12/2018
  Unemployed
  New York, NY
• 09/2021 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2019-05-07 → 2021-09-28
  Gilman Hill Asset Management, Llc
  New Canaan, CT

Other Businesses

*607815 - Sacred Heart University; Investment related: No; Fairfield, Connecticut; Education; Adjunct Professor(proprietor, partner, officer, director, employee, trustee, agent); 8/2024; During business hours: 0; After business hours: 16; adjunct instruction

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-02-11
• S65 Uniform Investment Adviser Law Examination
  2019-05-06

Other Names

• Andrew Ian Borts