Michael J Cupo

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

• 12/2022 → Present
  Morgan Stanley
  New York, NY
• 06/2021 → 04/2022
  Fast Athletics
  Westchester, NY
• 06/2021 → 08/2021
  Eastchester Recriational Department
  Eastchester, NY
• 06/2018 → 08/2018
  Carmine Vella And Co Inc
  New Rochelle, NY
• 09/2019 → 12/2022
  Full Time Education
  New Rochelle, NY
• 09/2015 → 06/2019
  Eastchester High School
  Eastchester, NY

Other Businesses

*677814 - Smarter People Logistics, Inc; Investment related: Yes; Eastchester, New York; Automotive/Transportation; Partner(proprietor, partner, officer, director, employee, trustee, agent); 1/2026; During business hours: 0; After business hours: 5; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2023-12-21