Brianna T Marinelli

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

• 05/2017 → 05/2021
  Student
  Waltham, MA
• 05/2014 → 06/2017
  Student
  West Islip, NY
• 06/2021 → 02/2022
  New York Community Bank
  Hicksville, NY
• 05/2022 → 01/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2022 → 01/2024
  Northwestern Mutual Investment Services Llc
  Garden City, NY
• 09/2022 → 01/2023
  Structure Tek Construction Inc
  Amityville, NY
• 03/2023 → 01/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2024 → Present
  Morgan Stanley
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-05-08
• S63 Uniform Securities Agent State Law Examination
  2022-10-19

Other Names

• Brianna Marinelli
• Brianna Marinelli