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Cody Monarch

Morgan Stanley

Bethesda, MD

CRD 7509068

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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 2022-12-19
MD RA APPROVED 2022-08-25
VA RA APPROVED 2022-08-25
  • TX RA
    APPROVED
    Since 2022-12-19
  • MD RA
    APPROVED
    Since 2022-08-25
  • VA RA
    APPROVED
    Since 2022-08-25

Branch Locations

7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • 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
Morgan Stanley Smith Barney Llc Bethesda MD 03/2022 Present
Insight Enterprises Tempe AZ 05/2021 02/2022
Marriott International Gaithersburg MD 09/2019 03/2021
Mussel Bar And Grille Arlington VA 01/2015 08/2019
Penn State University State College PA 01/2012 12/2020
Morgan Stanley Private Bank, N.A. New York NY 10/2022 Present
  • 03/2022 → Present
    Morgan Stanley Smith Barney Llc
    Bethesda, MD
  • 05/2021 → 02/2022
    Insight Enterprises
    Tempe, AZ
  • 09/2019 → 03/2021
    Marriott International
    Gaithersburg, MD
  • 01/2015 → 08/2019
    Mussel Bar And Grille
    Arlington, VA
  • 01/2012 → 12/2020
    Penn State University
    State College, PA
  • 10/2022 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-25
  • S66 Uniform Combined State Law Examination
    2022-08-25

View on SEC IAPD

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Nearby Investors

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DAVID MICHAEL GREENLEIGH
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Nearby Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD

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