Namazzi L Challenger

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

• 03/2022 → Present
  Morgan Stanley
  New York, NY
• 11/2021 → 01/2022
  Carvel
  Ardsley, NY
• 05/2020 → 08/2020
  Kroger
  Franklin, TN
• 05/2019 → 08/2019
  Nordstrom Rack
  Staten Island, NY
• 01/2018 → 03/2018
  Syracuse University Work Study
  Syracuse, NY
• 05/2017 → 05/2019
  Aqua Management
  Staten Island, NY
• 08/2017 → 05/2021
  Student
  Syracuse, NY
• 01/2012 → 08/2017
  Student
  Staten Island, NY
• 05/2021 → 11/2021
  Unemployed
  Ardsley, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-09
• S63 Uniform Securities Agent State Law Examination
  2022-04-15