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Dennis P Lamey

Morgan Stanley

New York, NY

CRD 6336776

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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

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-07
TX RA APPROVED 2021-11-23
IN RA APPROVED 2021-10-04
  • NY RA
    APPROVED
    Since 2025-03-07
  • TX RA
    APPROVED
    Since 2021-11-23
  • IN RA
    APPROVED
    Since 2021-10-04

Branch Locations

55 East 52Nd Street 10Th Floor, New York, NY 10055 • 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
OrganizationCityStateFromTo
Morgan Stanley Indianapolis IN 06/2016 02/2019
Morgan Stanley Private Bank, National Association New York NY 09/2016 02/2019
Morgan Stanley New York NY 07/2021 Present
Four Quadrants Advisory Indianapolis IN 02/2019 11/2020
Unemployed Indianapolis IN 11/2020 07/2021
  • 06/2016 → 02/2019
    Morgan Stanley
    Indianapolis, IN
  • 09/2016 → 02/2019
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 07/2021 → Present
    Morgan Stanley
    New York, NY
  • 02/2019 → 11/2020
    Four Quadrants Advisory
    Indianapolis, IN
  • 11/2020 → 07/2021
    Unemployed
    Indianapolis, IN
Previous Registrations
  • 2016-09-26 → 2019-02-11
    Morgan Stanley
    Indianapolis, IN
    Evansville, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-01
  • S66 Uniform Combined State Law Examination
    2021-10-01
Other Names
  • Dennis Patrick Lamey
  • Patrick Lamey
  • Dennis Patrick Lamey

View on SEC IAPD

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