Aksel Ozan Yavalar

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

• 06/2016 → 02/2018
  Morgan Stanley
  New York, NY
• 09/2019 → 04/2022
  Raymond James & Associates
  New York, NY
• 03/2018 → 05/2019
  Locust Wood Capital Advisers, Llc
  New York, NY
• 05/2019 → 09/2019
  Unemployed
  New York, NY
• 04/2022 → Present
  Morgan Stanley
  New York, NY

Other Businesses

1 )Name of Business : 1623 Park Avenue LLC Address: 504 Cathedral Street, Baltimore, MD 21201 Activity Type: Business Owner Position/Title: Proprietor/Owner Investment Related: Yes Start Date: 10/01/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I created an LLC for the purposes of investing in a 5 unit multi family apartment building located in Baltimore, MD. I act as the General Partner of the LLC and make or have oversight on all decisions made on behalf of the LLC. 2)Name of Business: Keauty LLC Address: 443 First Street, Oradell, NJ, 07649, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/30/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a managing member of the LLC and am not materially involved in the business operations. As the Founder & CEO, my wife oversees and manages all the business operations independently.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-01
• S63 Uniform Securities Agent State Law Examination
  2008-03-29

Other Names

• Aksel Ozan Yavalar