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James M Colosi

Morgan Stanley

Melville, NY

CRD 7548342

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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 2025-07-11
NJ RA APPROVED 2025-03-14
NY RA APPROVED 2025-03-14
  • TX RA
    APPROVED
    Since 2025-07-11
  • NJ RA
    APPROVED
    Since 2025-03-14
  • NY RA
    APPROVED
    Since 2025-03-14

Branch Locations

58 South Service Road Suite 400, Melville, NY 11747 • 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 Melville NY 12/2022 Present
Chefs International Point Pleasant NJ 06/2022 11/2022
Rbc Wealth Management Mount Laurel NJ 10/2021 04/2022
Aldi Inc. Wall Township NJ 05/2020 08/2020
Unemployed Wall Township NJ 01/2011 04/2020
Salty Whale Guesthouse Manasquan NJ 06/2021 09/2021
Unemployed Wall Township NJ 09/2020 06/2021
Rowan University Glassboro NJ 09/2018 05/2022
Morgan Stanley Private Bank, N.A New York NY 06/2025 Present
  • 12/2022 → Present
    Morgan Stanley
    Melville, NY
  • 06/2022 → 11/2022
    Chefs International
    Point Pleasant, NJ
  • 10/2021 → 04/2022
    Rbc Wealth Management
    Mount Laurel, NJ
  • 05/2020 → 08/2020
    Aldi Inc.
    Wall Township, NJ
  • 01/2011 → 04/2020
    Unemployed
    Wall Township, NJ
  • 06/2021 → 09/2021
    Salty Whale Guesthouse
    Manasquan, NJ
  • 09/2020 → 06/2021
    Unemployed
    Wall Township, NJ
  • 09/2018 → 05/2022
    Rowan University
    Glassboro, NJ
  • 06/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-14
S63 Uniform Securities Agent State Law Examination 2023-01-28
  • S66 Uniform Combined State Law Examination
    2025-03-14
  • S63 Uniform Securities Agent State Law Examination
    2023-01-28
Other Names
  • James Michael Colosi

View on SEC IAPD

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