Vincent K Plessel

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

• 12/2021 → Present
  Morgan Stanley
  New York, NY
• 07/2021 → 12/2021
  Lowe's Companies, Inc
  East Rutherford, NJ
• 08/2020 → 05/2021
  Zeigler Professional Development Office - Bloomsburg University
  Bloomsburg, PA
• 12/2020 → 01/2021
  Lowe's Companies, Inc
  East Rutherford, NJ
• 05/2020 → 08/2020
  Orientation Office - Bloomsburg University
  Bloomsburg, PA
• 04/2018 → 05/2020
  Learning Community Office - Bloomsburg University
  Bloomsburg, PA
• 04/2018 → 05/2020
  Orientation Office - Bloomsburg University
  Bloomsburg, PA
• 06/2019 → 08/2019
  Sherwin Williams
  Manahawkin, NJ
• 05/2019 → 08/2019
  Sea Shell Resort
  Beach Haven, NJ
• 05/2019 → 08/2019
  Bird And Betty's
  Beach Haven, NJ
• 06/2019 → 08/2019
  Old Causeway
  Manahawkin, NJ
• 06/2017 → 08/2017
  Bmr Painting
  Fairlawn, NJ
• 06/2018 → 08/2018
  Bmr Painting
  Fairlawn, NJ
• 06/2021 → 08/2021
  Bmr Painting
  Fairlawn, NJ
• 08/2016 → 08/2021
  Bloomsburg University Student
  Bloomsburg, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-23
• S63 Uniform Securities Agent State Law Examination
  2022-01-21