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Brandon M Pinarreta

Morgan Stanley

Purchase, NY

New York, NY

CRD 7653147

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-08
NY RA APPROVED 2025-04-30
  • TX RA
    APPROVED
    Since 2025-08-08
  • NY RA
    APPROVED
    Since 2025-04-30

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States

1 New York Plaza, New York, NY 10004 • 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
Morgan Stanley New York NY 12/2022 Present
Citizens Bank Providence RI 05/2021 12/2022
Enterprise Rent-A-Car Raynham MA 11/2020 05/2021
Stop And Shop Fairhaven MA 06/2016 11/2020
Dean College Franklin MA 06/2016 05/2018
University Of Scranton Scranton PA 08/2018 11/2020
  • 12/2022 → Present
    Morgan Stanley
    New York, NY
  • 05/2021 → 12/2022
    Citizens Bank
    Providence, RI
  • 11/2020 → 05/2021
    Enterprise Rent-A-Car
    Raynham, MA
  • 06/2016 → 11/2020
    Stop And Shop
    Fairhaven, MA
  • 06/2016 → 05/2018
    Dean College
    Franklin, MA
  • 08/2018 → 11/2020
    University Of Scranton
    Scranton, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-30
S63 Uniform Securities Agent State Law Examination 2023-02-04
  • S65 Uniform Investment Adviser Law Examination
    2025-04-30
  • S63 Uniform Securities Agent State Law Examination
    2023-02-04

View on SEC IAPD

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