Christian A Defalco

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

• 08/2024 → Present
  Morgan Stanley Smith Barney Llc
  Mclean, VA
• 05/2023 → 08/2023
  Morgan Stanley
  Morristown, NJ
• 05/2022 → 07/2022
  Morgan Stanley
  Morristown, NJ
• 08/2023 → 05/2024
  Virginia Tech
  Blacksburg, VA
• 08/2022 → 05/2023
  Virginia Tech
  Blacksburg, VA
• 08/2021 → 05/2022
  Virginia Tech
  Blacksburg, VA
• 06/2021 → 08/2021
  Liberty Coca-Cola
  Moorestown, NJ
• 08/2020 → 05/2021
  Virginia Tech
  Blacksburg, VA
• 04/2020 → 08/2020
  Anthony Franco's
  Succasunna, NJ
• 08/2019 → 06/2020
  Lenape Valley Regional High School
  Stanhope, NJ
• 03/2019 → 07/2019
  Station Hardware
  Landing, NJ
• 08/2018 → 06/2019
  Lenape Valley Regional High School
  Stanhope, NJ
• 10/2017 → 01/2018
  Mcdonald's - Baxl - 30 International Dr S
  Mount Olive, NJ
• 10/2017 → 06/2018
  Lenape Valley Regional High School
  Stanhope, NJ
• 08/2017 → 10/2017
  Roxbury High School
  Succasunna, NJ
• 08/2016 → 06/2017
  Roxbury High School
  Succasunna, NJ
• 05/2017 → 08/2017
  Shore Hills Country Club
  Landing, NJ
• 04/2026 → Present
  Morgan Stanley Smith Barney Llc
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2025-01-03