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Reid Zachary Mooney

Morgan Stanley

New York, NY

CRD 7491444

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-16
NY RA APPROVED 2023-01-16
  • TX RA
    APPROVED
    Since 2023-02-16
  • NY RA
    APPROVED
    Since 2023-01-16

Branch Locations

399 Park Avenue 12Th Floor, New York, NY 10022 • 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
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 01/2022 11/2022
Arizona State University Tempe AZ 08/2018 12/2021
Massage Envy Closter NJ 06/2019 08/2019
Cherry Creek High School Greenwood Village CO 08/2015 05/2018
Self Employed Phoenix AZ 03/2022 10/2022
Lsat Prep Courses Llc Demarest NJ 05/2020 12/2020
A La Carte Research Castle Rock CO 05/2021 08/2021
Morgan Stanley Smith Barney Llc New York NY 11/2022 Present
  • 01/2022 → 11/2022
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2018 → 12/2021
    Arizona State University
    Tempe, AZ
  • 06/2019 → 08/2019
    Massage Envy
    Closter, NJ
  • 08/2015 → 05/2018
    Cherry Creek High School
    Greenwood Village, CO
  • 03/2022 → 10/2022
    Self Employed
    Phoenix, AZ
  • 05/2020 → 12/2020
    Lsat Prep Courses Llc
    Demarest, NJ
  • 05/2021 → 08/2021
    A La Carte Research
    Castle Rock, CO
  • 11/2022 → Present
    Morgan Stanley Smith Barney Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-13
S63 Uniform Securities Agent State Law Examination 2022-05-31
  • S66 Uniform Combined State Law Examination
    2023-01-13
  • S63 Uniform Securities Agent State Law Examination
    2022-05-31
Other Names
  • Reid Mooney

View on SEC IAPD

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