Ashiqul Islam

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

• 08/2014 → 11/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 03/2015 → 11/2017
  Bank Of America, N.A.
  Atlanta, GA
• 11/2017 → 05/2020
  Ubs Financial Services Inc.
  Ponte Vedra Beach, FL
• 05/2020 → Present
  Morgan Stanley Smith Barney Llc
  Ponte Vedra Beach, FL
• 05/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2017-11-28 → 2020-05-19
  Ubs Financial Services Inc.
  Ponte Vedra Beach, FL
  Atlanta, GA
  Ponte Vedra Beach, FL
• 2014-11-26 → 2017-11-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2014-11-25

Other Names

• Ash Islam