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Mark Grande

Morgan Stanley

Boston, MA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-01-08
TX RA APPROVED 2026-01-08
  • CT RA
    APPROVED
    Since 2026-01-08
  • TX RA
    APPROVED
    Since 2026-01-08

Branch Locations

28 State Street 26Th Floor, Boston, MA 02109 • 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
First Republic Securities Company Boston MA 02/2014 09/2023
First Republic Investment Management, Inc. Boston MA 02/2014 09/2023
J.P. Morgan Securities Llc Boston MA 09/2023 01/2026
J.P. Morgan Chase Bank, N.A. Boston MA 06/2023 01/2026
Morgan Stanley Smith Barney Llc Boston MA 01/2026 Present
Morgan Stanley Private Bank, N.A New York NY 01/2026 Present
  • 02/2014 → 09/2023
    First Republic Securities Company
    Boston, MA
  • 02/2014 → 09/2023
    First Republic Investment Management, Inc.
    Boston, MA
  • 09/2023 → 01/2026
    J.P. Morgan Securities Llc
    Boston, MA
  • 06/2023 → 01/2026
    J.P. Morgan Chase Bank, N.A.
    Boston, MA
  • 01/2026 → Present
    Morgan Stanley Smith Barney Llc
    Boston, MA
  • 01/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2023-09-15 → 2026-02-04
    J.P. Morgan Securities Llc
    Boston, MA
    Boston, MA
    Needham, MA
    Boston, MA
  • 2014-07-21 → 2025-03-20
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-04-17
  • S63 Uniform Securities Agent State Law Examination
    2014-04-17
Designations
Other Names
  • Mark Richard Grande
  • Mark R Grande

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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