Ana K Giordano

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 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hyannis, MA
• 01/2017 → 08/2022
  Blade Tech Systems Dba Flexo Concepts
  Plymouth, MA
• 09/2010 → 12/2016
  Zipcar
  Boston, MA
• 01/2026 → Present
  Morgan Stanley
  Hyannis, MA

Previous Registrations

• 2024-04-01 → 2026-01-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Hyannis, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-10-04

Other Names

• Dorsey
• Ana Dorsey
• Ana K Dorsey