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Sidney N Bohorquez

Morgan Stanley

Purchase, NY

CRD 7666180

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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
NY RA APPROVED 2023-04-24
  • NY RA
    APPROVED
    Since 2023-04-24

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • 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 Purchase NY 01/2023 Present
Citibank New York NY 08/2016 01/2023
  • 01/2023 → Present
    Morgan Stanley
    Purchase, NY
  • 08/2016 → 01/2023
    Citibank
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-22
  • S66 Uniform Combined State Law Examination
    2023-04-22

View on SEC IAPD

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