Emily Cunningham

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

• 09/2013 → 06/2018
  People'S Securities, Inc.
  Bridgeport, CT
• 05/2018 → 06/2018
  People's United Advisors, Inc.
  Bridgeport, CT
• 06/2018 → 05/2019
  Ubs Financial Services Inc
  White Plains, NY
• 06/2019 → Present
  Morgan Stanley
  Greenwich, CT

Previous Registrations

• 2018-06-25 → 2019-06-10
  Ubs Financial Services Inc.
  Purchase, NY
• 2016-08-24 → 2018-06-18
  People'S Securities, Inc.
  Bridgeport, CT
  Bridgeport, CT
• 2018-05-21 → 2018-06-18
  People'S United Advisors, Inc.
  Shelton, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-24
• S63 Uniform Securities Agent State Law Examination
  2015-05-01

Other Names

• Emily Ann Cunningham
• Emily Cunningham