Carly Elizabeth Stello

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

• 07/2024 → Present
  Morgan Stanley
  New York, NY
• 06/2023 → 08/2023
  Morgan Stanley
  New York, NY
• 06/2022 → 08/2022
  Morgan Stanley
  Philadelphia, PA
• 01/2018 → 11/2021
  Lifetime Health And Fitness Center
  King Of Prussia, PA
• 01/2017 → 12/2017
  Brick And Brew
  Malvern, PA
• 06/2002 → 12/2016
  Unemployed- Student
  Malvern, PA
• 08/2020 → 05/2024
  Penn State University
  State College, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-10
• S63 Uniform Securities Agent State Law Examination
  2024-08-05

Other Names

• Carly E Stello
• Carly Stello