Anita Narendra Srivastava

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

• 10/2014 → 03/2017
  Morgan Stanley Smith Barney Llc
  Ridgewood, NJ
• 02/2015 → 03/2017
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 03/2017 → 11/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Glen Rock, NJ
• 05/2017 → 11/2023
  Bank Of America, N.A.
  Glen Rock, NJ
• 11/2023 → Present
  Morgan Stanley Smith Barney Llc
  Paramus, NJ
• 12/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2017-03-17 → 2023-12-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ
  Montvale, NJ
• 2014-11-28 → 2017-03-20
  Morgan Stanley
  Paramus, NJ

Other Businesses

*577811- Rental Property; Investment related: Yes; Brookline, Massachusetts; Real Estate; Owner and Landlord (proprietor, partner, officer, director, employee, trustee, agent); 05/2004; During business hours: 0; After business hours: 2; Landlord (2) DREAM BEACH HOUSE / INVESTMENT RELATED / MANTOLOKING, NJ / START 27-MAY-2021 / 10 HOURS DEVOTED ANNUALLY / 0 DURING TRADING HOURS. (3) *577602 - College Club of Northern New Jersey Inc; Investment related-No; Ridgewood, New Jersey; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 1; After business hours: 7; Membership

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-12-18
• S65 Uniform Investment Adviser Law Examination
  2014-09-05

Designations

• Certified Financial Planner

Other Names

• Anita Narendra Srivastava
• Anita Srivastava