Lorenzo Sferrazza

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

• 08/2023 → 04/2025
  Mml Investors Services, Llc
  New York, NY
• 07/2024 → 04/2025
  Massmutual Life Insurance Co
  New York, NY
• 06/2022 → 08/2022
  Ubs Securities Llc
  Stamford, CT
• 06/2021 → 08/2021
  Eaglerock Properties
  Plainview, NY
• 05/2018 → 09/2018
  Blu Iguana
  Sea Cliff, NY
• 08/2019 → 05/2023
  Syracuse University
  Syracuse, NY
• 06/2014 → 07/2019
  Student
  Glen Head, NY
• 06/2022 → 09/2022
  Ubs Financial Services
  Stamford, CT
• 05/2025 → Present
  Morgan Stanley
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-12-06

Other Names

• Lorenzo Sferrazza
• Lorenzo Michael Sferrazza