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Jake T Ciancio

Morgan Stanley

Purchase, NY

CRD 7596436

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-07-06
NY RA APPROVED 2026-07-06
TX RA APPROVED 2026-07-06
  • CT RA
    APPROVED
    Since 2026-07-06
  • NY RA
    APPROVED
    Since 2026-07-06
  • TX RA
    APPROVED
    Since 2026-07-06

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services, Llc Stamford CT 04/2023 05/2025
Massmutual Life Insurance Co Stamford CT 12/2022 05/2025
Lenox Advisors Stamford CT 12/2022 05/2025
New Canaan Highschool New Canaan CT 09/2016 06/2018
Renassiance Partners Llc New Canaan CT 06/2018 02/2019
Sports And Crafts Summer Camp New Canaan CT 06/2019 08/2019
Uhaul Bargain & Storage Stamford CT 06/2020 09/2021
Northwestern Mutual Stamford CT 07/2022 01/2023
New Canaan Highschool New Canaan CT 09/2014 06/2018
Student At The University Of Delaware Newark DE 07/2018 05/2022
Unemployed Norwalk CT 05/2022 07/2022
Fountainhead Advisors Warren NJ 06/2025 08/2025
Raymond James Financial Services, Inc. Greenwich CT 09/2025 03/2026
Raymond James Financial Services Advisors, Inc. Greenwich CT 10/2025 03/2026
Tempus Advisors Greenwich CT 09/2025 03/2026
Morgan Stanley Purchase NY 06/2026 Present
  • 04/2023 → 05/2025
    Mml Investors Services, Llc
    Stamford, CT
  • 12/2022 → 05/2025
    Massmutual Life Insurance Co
    Stamford, CT
  • 12/2022 → 05/2025
    Lenox Advisors
    Stamford, CT
  • 09/2016 → 06/2018
    New Canaan Highschool
    New Canaan, CT
  • 06/2018 → 02/2019
    Renassiance Partners Llc
    New Canaan, CT
  • 06/2019 → 08/2019
    Sports And Crafts Summer Camp
    New Canaan, CT
  • 06/2020 → 09/2021
    Uhaul Bargain & Storage
    Stamford, CT
  • 07/2022 → 01/2023
    Northwestern Mutual
    Stamford, CT
  • 09/2014 → 06/2018
    New Canaan Highschool
    New Canaan, CT
  • 07/2018 → 05/2022
    Student At The University Of Delaware
    Newark, DE
  • 05/2022 → 07/2022
    Unemployed
    Norwalk, CT
  • 06/2025 → 08/2025
    Fountainhead Advisors
    Warren, NJ
  • 09/2025 → 03/2026
    Raymond James Financial Services, Inc.
    Greenwich, CT
  • 10/2025 → 03/2026
    Greenwich, CT
  • 09/2025 → 03/2026
    Tempus Advisors
    Greenwich, CT
  • 06/2026 → Present
    Purchase, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-09
  • S66 Uniform Combined State Law Examination
    2025-10-09
Other Names
  • Jake Ciancio
  • Jake Thomas Ciancio

View on SEC IAPD

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