Roger Trimble

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
NY	RA	APPROVED	2025-08-06

NY RA
APPROVED

Since 2025-08-06

Branch Locations

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

750 Seventh Avenue, New York, NY 10019 • United States

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	New York	NY	04/2014	01/2017
Morgan Stanley	New York	NY	01/2017	Present
Morgan Stanley Services Group, Inc.	New York	NY	01/2023	Present

04/2014 → 01/2017

Morgan Stanley

New York, NY
01/2017 → Present

Morgan Stanley

New York, NY
01/2023 → Present

Morgan Stanley Services Group, Inc.

New York, NY

Other Businesses

*657389- Baruch College Fund; Investment related: No; New York, New York; Public Schools; Advisory Board, Board Member, Board member (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 5; After business hours: 0; Fundraising, Administrative

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-06

S66 Uniform Combined State Law Examination

2025-08-06

View on SEC IAPD