Gary Cremo

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

• 04/2006 → 02/2022
  Community Bank
  Irvine, CA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Irvine, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-03-25 → 2009-06-01
  Morgan Stanley & Co. Llc
  Irvine, CA
• 2009-01-02 → 2009-03-25
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 2002-02-04 → 2009-01-02
  Raymond James Financial Services, Inc.
  Newport Beach, CA
  Newport Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-18
• S63 Uniform Securities Agent State Law Examination
  1985-07-25

Other Names

• Gary Archie Defterios