John Lamacchia

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

• 07/2022 → Present
  Morgan Stanley
  New York, NY
• 01/2012 → 06/2022
  Student
  Glen Rock, NJ

Other Businesses

*511447 - Arcola Country Club; Investment related: No; Paramus, New Jersey; Outside Operations; Employee (proprietor, partner, officer, director, employee, trustee, agent); 06/2014; During business hours: 0; After business hours: 4; Customer Services

Exams

• S66 Uniform Combined State Law Examination
  2023-05-26