Allan Victor Jay

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
  Stamford, CT
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1984-01-03 → 2009-06-01
  Citigroup Global Markets Inc.
  Stamford, CT
  Stamford, CT

Other Businesses

NOTARY PUBLIC Old Timers Athletic Association of Greenwich; Support town youth sports & scholarships; Stamford, CT; Investment related; Treasurer; 01/1900; During business hours: 2; After business hours: 2 *66741 - St. Clement Church; Investment related No; Stamford; Connecticut; Religious; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 04/2001; During business hours: 0; After business hours: 3; Budget planning, no investments *538999 - Old Greenwich Association; Investment related: No; Old Greenwich, Connecticut; Civic/Religious/Community; Board Member, Officer (proprietor, partner, officer, director, employee, trustee, agent); 02/2023; During business hours: 2; After business hours: 1; Accounting/Bookkeeping

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-19
• S63 Uniform Securities Agent State Law Examination
  1981-01-19

Other Names

• Allan Victor Jay