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Anastasios P Mouzakis

Morgan Stanley

Purchase, NY

New York, NY

CRD 7502701

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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
NY RA APPROVED 2022-12-20
  • NY RA
    APPROVED
    Since 2022-12-20

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States

1 New York Plaza, New York, NY 10004 • 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
Equitable Advisors, Llc New York NY 02/2022 05/2022
Instacart Blauvelt NY 06/2020 Present
Lehigh University Bethlehem PA 08/2017 05/2021
Anthos Properties Nanuet NY 05/2019 08/2020
Davis Sports Shop Sloatsburg NY 05/2018 07/2018
Tappan Zee High School Orangeburg NY 09/2013 06/2017
Morgan Stanley New York NY 12/2022 Present
  • 02/2022 → 05/2022
    Equitable Advisors, Llc
    New York, NY
  • 06/2020 → Present
    Instacart
    Blauvelt, NY
  • 08/2017 → 05/2021
    Lehigh University
    Bethlehem, PA
  • 05/2019 → 08/2020
    Anthos Properties
    Nanuet, NY
  • 05/2018 → 07/2018
    Davis Sports Shop
    Sloatsburg, NY
  • 09/2013 → 06/2017
    Tappan Zee High School
    Orangeburg, NY
  • 12/2022 → Present
    New York, NY
Other Businesses

*534692- Instacart; Investment related No; Sacramento, California; Retail/Online Stores; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 0; After business hours: 10; Labor/Service

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-16
  • S66 Uniform Combined State Law Examination
    2022-05-16
Other Names
  • Anastasios Peter Mouzakis

View on SEC IAPD

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