Anne L Navasky

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

• 07/1993 → Present
  Citigroup Global Markets Inc.
  New York, NY
• 06/2009 → Present
  Morgan Stanley Smith Barney
  New York, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

AL INVESTMENTS,PARTNERSHIP;INVESTMENT RELATED;START DATE:09/2016;DURING BUSINESS HOURS-0 HOURS,AFTER BUSINESS HOURS-0;NY *522259 - Trust; Investment related: Yes; new york and easthampton, New York; Trust; Trustee/Co-Trustee; 12/1998; During business hours: 0.50; After business hours: 0; *522296 - Trust; Investment related: Yes; new york, New York; Trust; Trustee/Co-Trustee; 01/2007; During business hours: 0.50; After business hours: 0; *522254 - Trust; Investment related: Yes; easthampton, New York; Trust; Trustee/Co-Trustee; 01/2007; During business hours: 1; After business hours: 0; *522292 - Trust; Investment related: Yes; easthampton, New York; Trust; Trustee/Co-Trustee; 10/1999; During business hours: 0.50; After business hours: 0; * 522092 - Trust; Investment related: Yes; new york, New York; Trust; Trustee/Co-Trustee; 11/2019; During business hours: 0.50; After business hours: 0;

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-06-22

Other Names

• Anne Landey Strongin