Carsyn Elisabeth Cebulski

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

• 08/2019 → 08/2021
  East Carolina University
  Greenville, NC
• 06/2022 → 03/2023
  Ubs Financial Services
  Weehawken, NJ
• 08/2018 → 05/2022
  East Carolina University
  Greenville, NC
• 09/2012 → 08/2018
  Kings Park School District
  Kings Park, NY
• 05/2021 → 09/2021
  Tricia Richard
  Plainview, NY
• 01/2023 → Present
  Morgan Stanley
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-15
• S63 Uniform Securities Agent State Law Examination
  2024-02-04