Malcolm E Pakola

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

• 12/2022 → Present
  Morgan Stanley
  New York, NY
• 05/2018 → 08/2018
  Bridge Street Properties
  Irvington, NY
• 08/2014 → 05/2018
  Irvington High School (School)
  Irvington, NY
• 08/2018 → 05/2022
  University Of Delaware (College)
  Newark, DE
• 06/2022 → 11/2022
  Unemployed
  Irvington, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-11
• S63 Uniform Securities Agent State Law Examination
  2023-02-10