Spencer Philip Notarianni

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

• 07/2021 → 07/2022
  Ioi Capital And Markets, Llc
  Houston, TX
• 06/2020 → 08/2020
  Navy League Of The United State
  Arlington, VA
• 05/2019 → 08/2019
  Tdinternational
  Washington, DC
• 05/2018 → 08/2018
  Office Of Senator John Mccain
  Washington, DC
• 08/2013 → 06/2017
  Gonzaga College High School
  Washington, DC
• 08/2017 → 05/2021
  College Of The Holy Cross
  Worcester, MA
• 08/2022 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-15
• S63 Uniform Securities Agent State Law Examination
  2022-04-22

Other Names

• Spencer Notarianni