Theresa Jane Mangines

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Boca Raton, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-01-23 → 2009-06-01
  Morgan Stanley & Co. Llc
  Boca Raton, FL
• 1995-01-28 → 2009-02-10
  Ubs Financial Services Inc.
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

*589371 - Whisper Walk Condomimium; Investment Related - Yes; Boca Raton, Florida; Real Estate, Rental Property; owner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2014; During Business Hours: 1; After Business Hours: 1; owner of rental property

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-01
• S63 Uniform Securities Agent State Law Examination
  1983-10-06

Other Names

• Theresa Jane Guzzetta