Marinos D Mihalatos

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

• 09/2022 → Present
  Morgan Stanley
  New York, NY
• 05/2019 → 04/2020
  Hirshleifer's Inc.
  Manhasset, NY
• 08/2019 → 08/2021
  Mission Real Estate Funding
  Queens, NY
• 01/2019 → 05/2022
  Fordham Univeristy
  Bronx, NY
• 01/2013 → 07/2018
  Roslyn Middle / High School
  Roslyn, NY
• 08/2018 → 12/2018
  Temple University
  Philadelphia, NY
• 05/2022 → 09/2022
  Unemployed - Awaiting Start Of Job
  Greenvale, NY

Other Businesses

*522670 - MDM45 Inc; Investment Related-Yes; Greenvale, NY; Wholesale/Distribution; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); March, 2021; During Business Hours: 0; After Business Hours: 6; Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2025-02-23