Angelo Gentile

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

• 09/2015 → 05/2019
  Fordham University
  Bronx, NY
• 06/2012 → 10/2022
  Siwanoy Country Club
  Bronxville, NY
• 01/2020 → 04/2021
  First Republic Bank
  New York, NY
• 06/2022 → 10/2022
  U.S. Bank
  Hackensack, NJ
• 10/2022 → 07/2026
  Steward Partners Investment Solutions, Llc
  Stamford, CT
• 10/2022 → 07/2026
  Steward Partners Global Advisory, Llc
  Stamford, CT
• 03/2025 → 07/2026
  Steward Partners Investment Advisory, Llc
  Stamford, CT
• 07/2026 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY

Previous Registrations

• 2025-03-19 → 2026-07-10
  Steward Partners Investment Advisory, Llc
  New York, NY
  Bronxville, NY
  Stamford, CT

Exams

• S66 Uniform Combined State Law Examination
  2025-03-18

Designations

• Certified Financial Planner

Other Names

• Angelo J Gentile
• Aj Gentile