Stephen Anthony Greene

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

Authority	Category	Status	Date
TX	RA	APPROVED	2017-05-02

TX RA
APPROVED

Since 2017-05-02

Branch Locations

Baytown, TX • United States

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

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

Organization	City	State	From	To
Morgan Stanley	Garden City	NY	05/2016	05/2017
Morgan Stanley Private Bank, N.A.	New York	NY	06/2016	Present
Morgan Stanley	New York	NY	03/2018	Present

05/2016 → 05/2017

Morgan Stanley

Garden City, NY
06/2016 → Present

Morgan Stanley Private Bank, N.A.

New York, NY
03/2018 → Present

Morgan Stanley

New York, NY

Other Businesses

1.Molloy College; Investment related: No; Education; Employee (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 2; Adjunct Professor

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-06-23

S66 Uniform Combined State Law Examination

2016-06-23

View on SEC IAPD