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Genevieve Q Deinard

Morgan Stanley

Greenwich, CT

CRD 7669832

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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 2025-11-04
CT RA APPROVED 2025-10-22
  • TX RA
    APPROVED
    Since 2025-11-04
  • CT RA
    APPROVED
    Since 2025-10-22

Branch Locations

One Fawcett Place 3Rd Floor, Greenwich, CT 06830 • 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 Greenwich CT 07/2025 Present
Bentley University Waltam MA 09/2021 05/2025
Pacific Discovery Hilo HI 08/2020 01/2021
Brydg London 02/2021 05/2021
Deerfield Academy Deerfield MA 09/2017 05/2020
Greenwich Country Day School Greenwich CT 09/2006 05/2017
N/A Greenwich CT 05/2017 09/2017
Greenwich Country Day School Greenwich CT 06/2021 08/2021
N/A Greenwich CT 05/2020 08/2020
N/A Greenwich CT 05/2021 06/2021
N/A Greenwich CT 05/2025 07/2025
Gage Wealth Advisors Newton MA 11/2022 12/2024
  • 07/2025 → Present
    Greenwich, CT
  • 09/2021 → 05/2025
    Bentley University
    Waltam, MA
  • 08/2020 → 01/2021
    Pacific Discovery
    Hilo, HI
  • 02/2021 → 05/2021
    Brydg
    London
  • 09/2017 → 05/2020
    Deerfield Academy
    Deerfield, MA
  • 09/2006 → 05/2017
    Greenwich Country Day School
    Greenwich, CT
  • 05/2017 → 09/2017
    N/A
    Greenwich, CT
  • 06/2021 → 08/2021
    Greenwich Country Day School
    Greenwich, CT
  • 05/2020 → 08/2020
    N/A
    Greenwich, CT
  • 05/2021 → 06/2021
    N/A
    Greenwich, CT
  • 05/2025 → 07/2025
    N/A
    Greenwich, CT
  • 11/2022 → 12/2024
    Gage Wealth Advisors
    Newton, MA
Other Businesses

*684970- Nutmeggers Dinner Club; Investment related: No; Greenwich, Connecticut; Social Club; Treasurer's Assistant (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 3; Administrative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-22
  • S66 Uniform Combined State Law Examination
    2025-10-22
Other Names
  • Genevieve Quasha Deinard

View on SEC IAPD

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