Michael A Coughlin

CRD 7636250

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2024-06-28
NY	RA	APPROVED	2024-05-10

TX RA
APPROVED

Since 2024-06-28
NY RA
APPROVED

Since 2024-05-10

Branch Locations

55 East 52Nd Street 12Th Floor, New York, NY 10055 • 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

Organization	City	State	From	To
Morgan Stanley	New York	NY	08/2023	Present
Aig	Scottsdale	AZ	05/2022	08/2022
Full-Time Education	New Rochelle	NY	09/2006	05/2023
Morgan Stanley Private Bank, N.A	New York	NY	04/2024	Present

08/2023 → Present

Morgan Stanley

New York, NY
05/2022 → 08/2022

Aig

Scottsdale, AZ
09/2006 → 05/2023

Full-Time Education

New Rochelle, NY
04/2024 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-10

S66 Uniform Combined State Law Examination

2024-05-10

View on SEC IAPD

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