Sabrina R Zavarelli

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

• 02/2022 → Present
  Morgan Stanley
  New York, NY
• 09/2021 → 12/2021
  Prince's Trust Usa
  New York, NY
• 05/2021 → 08/2021
  Orr Group
  New York, NY
• 06/2019 → 06/2021
  Pratt Nature Center
  New Milford, CT
• 09/2019 → 09/2020
  Ruffalo Noel Levitz
  Bronx, NY
• 09/2021 → 12/2021
  Fordham University
  Bronx, NY
• 11/2018 → 09/2019
  Gooroo
  New York, NY
• 11/2017 → 09/2019
  Paper Store
  Brookfield, CT
• 01/2017 → 06/2018
  Brookfield Learning Center
  Brookfield, CT
• 08/2018 → 12/2021
  Fordham University
  Bronx, NY
• 08/2004 → 08/2018
  Brookfield Public Schools
  06804, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-03
• S63 Uniform Securities Agent State Law Examination
  2022-03-18