Nicholas R Hariri

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

• 08/2022 → Present
  Morgan Stanley
  New York, NY
• 06/2021 → 07/2021
  Enforce Consulting
  San Francisco, CA
• 01/2022 → 04/2022
  Integrity Power Search
  Westlake, OH
• 06/2017 → 08/2020
  Belfiore Cheese Company
  Berkeley, CA
• 08/2018 → 05/2022
  Wake Forest University
  Winston-Salem, NC
• 08/2014 → 06/2018
  The Branson School
  Ross, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-08-01
• S63 Uniform Securities Agent State Law Examination
  2022-10-14