Morissa S Cox

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

• 07/2016 → 11/2020
  Ayco
  New York, NY
• 10/2021 → Present
  Morgan Stanley
  New York, NY
• 11/2020 → 06/2021
  Goldman Sachs & Co
  New York, NY
• 07/2021 → 09/2021
  Unemployed
  New York, NY

Other Businesses

1. *495283 - Mary Kay Inc.; Investment related No; Addison, Texas; Retail/Online Stores, Consulting; Beauty Consultant (proprietor, partner, officer, director, employee, trustee, agent); 12/2020 ; During business hours: 0; After business hours: 8; Customer Service, Sales/Marketing.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-03
• S63 Uniform Securities Agent State Law Examination
  2021-01-31