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Argie Economou

Morgan Stanley

Colchester, VT

CRD 75322

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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_RES 2024-06-28
FL RA APPROVED 2023-08-07
VT RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2024-06-28
  • FL RA
    APPROVED
    Since 2023-08-07
  • VT RA
    APPROVED
    Since 2009-06-01

Branch Locations

105 West View Road 5Th Floor, Colchester, VT 05446 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Colchester VT 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Colchester, VT
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Burlington, VT
  • 1994-12-07 → 2007-04-02
    Morgan Stanley Dw Inc.
    Burlington, VT
Other Businesses

1. LAKE CHAMPLAIM INVESTMENT GROUP; BURLINGTON, VT; LIMITED PARTNER; REA; ESTATE PARTNERSHIP; NO TIME IS DEVOTED PER WEEK DURING TRADING AND NON TRADING HOURS**** *161013- Bellwood Plaza LLC; Investment related: Yes; Colchester,Vermont; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2013; During business hours: 0; After business hours: 5; Administrative, Property Management

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-06-09
S63 Uniform Securities Agent State Law Examination 1982-11-29
  • S65 Uniform Investment Adviser Law Examination
    1995-06-09
  • S63 Uniform Securities Agent State Law Examination
    1982-11-29

View on SEC IAPD

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