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John M Lamarco

Morgan Stanley

Saratoga Springs, NY

CRD 7690165

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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 2026-08-28
NY RA APPROVED 2025-11-15
  • TX RA
    APPROVED
    Since 2026-08-28
  • NY RA
    APPROVED
    Since 2025-11-15

Branch Locations

340 Broadway 2Nd Floor, Saratoga Springs, NY 12866 • 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
New York State Department Of Transportation Albany NY 06/2018 08/2018
New York State Department Of Transportation Albany NY 05/2019 08/2019
Minogues Beverage Center Saratoga Springs NY 05/2020 05/2020
Allerdice Building Supply Ballston Spa NY 07/2020 01/2023
Christian Brothers Academy Albany NY 06/2018 02/2020
Christian Brothers Academy Albany NY 01/2013 06/2017
Union College Schenectady NY 09/2017 06/2018
Hudson Valley Community College Troy NY 09/2018 05/2019
Siena College Loudonville NY 09/2019 12/2021
Goldman Sachs Cohoes NY 01/2023 08/2024
Morgan Stanley Saratoga Springs NY 08/2024 Present
  • 06/2018 → 08/2018
    New York State Department Of Transportation
    Albany, NY
  • 05/2019 → 08/2019
    New York State Department Of Transportation
    Albany, NY
  • 05/2020 → 05/2020
    Minogues Beverage Center
    Saratoga Springs, NY
  • 07/2020 → 01/2023
    Allerdice Building Supply
    Ballston Spa, NY
  • 06/2018 → 02/2020
    Christian Brothers Academy
    Albany, NY
  • 01/2013 → 06/2017
    Christian Brothers Academy
    Albany, NY
  • 09/2017 → 06/2018
    Union College
    Schenectady, NY
  • 09/2018 → 05/2019
    Hudson Valley Community College
    Troy, NY
  • 09/2019 → 12/2021
    Siena College
    Loudonville, NY
  • 01/2023 → 08/2024
    Goldman Sachs
    Cohoes, NY
  • 08/2024 → Present
    Saratoga Springs, NY
Other Businesses

608399 - Allerdice Building Supply ; Investment related: No; Saratoga Springs, New York; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); July 2020; During business hours: 00; After business hours: 24; Customer Service

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-14
S63 Uniform Securities Agent State Law Examination 2023-04-07
  • S66 Uniform Combined State Law Examination
    2025-11-14
  • S63 Uniform Securities Agent State Law Examination
    2023-04-07
Other Names
  • John M Lamarco
  • John Michael Lamarco

View on SEC IAPD

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