Brendan Bacarella

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
NJ	RA	APPROVED	2022-02-17
TX	RA	APPROVED	2021-03-31
NY	RA	APPROVED	2021-03-05

NJ RA
APPROVED

Since 2022-02-17
TX RA
APPROVED

Since 2021-03-31
NY RA
APPROVED

Since 2021-03-05

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

Organization	City	State	From	To
University Of Maryland - College Park	College Park	MD	09/2013	05/2017
Ubs Financial Services Inc	New York	NY	09/2017	10/2020
Unemployed	Shrewsbury	NJ	06/2017	09/2017
Morgan Stanley	New York	NY	10/2020	Present

09/2013 → 05/2017

University Of Maryland - College Park

College Park, MD
09/2017 → 10/2020

Ubs Financial Services Inc

New York, NY
06/2017 → 09/2017

Unemployed

Shrewsbury, NJ
10/2020 → Present

Morgan Stanley

New York, NY

Other Businesses

*596328 - TIc Tac Show; Investment Related: Yes; Brooklyn, New York; It is an app related to sports; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2024; During Business Hours: 1; After Business Hours: 0; Business Development/Growth

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-03-05

S66 Uniform Combined State Law Examination

2021-03-05

View on SEC IAPD