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Stacy Lee Capobianco

Morgan Stanley

New Haven, CT

CRD 5169418

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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
CT RA APPROVED 2017-05-26
TX RA APPROVED 2017-05-26
  • CT RA
    APPROVED
    Since 2017-05-26
  • TX RA
    APPROVED
    Since 2017-05-26

Branch Locations

545 Long Wharf Drive 7Th Floor, New Haven, CT 06511 • 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
Janney Montgomery Scott Llc New Haven CT 05/2007 05/2017
Morgan Stanley New Haven CT 05/2017 Present
Morgan Stanley Private Bank, National Association New York NY 06/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-26
  • S66 Uniform Combined State Law Examination
    2015-08-26
Other Names
  • Stacy Griebel
  • Stacy Lee Griebel

View on SEC IAPD

Nearby Firms

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UBS FINANCIAL SERVICES INC.
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Nearby Investors

CHARLES FRANCIS KREITLER
DWAYNE MICHAEL TYRIL
JACOB WILLIAM NESS

Nearby Offices

KREITLER FINANCIAL LLC · NEW HAVEN, CT
UBS FINANCIAL SERVICES INC. · NEW HAVEN, CT
STRATEGIC ADVISERS LLC · NEW HAVEN, CT

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