Geraldine Maria Curatolo

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

• 03/2017 → 03/2018
  E*Trade Securities Llc
  Washington, DC
• 11/2015 → 03/2017
  Astoria Bank
  Long Island City, NY
• 10/2017 → 03/2018
  E*Trade Capital Management Llc
  Washington, DC
• 03/2018 → 01/2022
  Charles Schwab & Co., Inc.
  Forest Hills, NY
• 03/2018 → 01/2022
  Charles Schwab Bank
  Forest Hills, NY
• 02/2022 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-04-28
• S63 Uniform Securities Agent State Law Examination
  2014-12-10

Other Names

• Dina Curatolo
• Geraldine M Curatolo
• Geraldine Curatolo
• Dina M Curatolo