Gregory John Burie

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

Authority	Category	Status	Date
TX	RA	APPROVED	2012-03-14
FL	RA	APPROVED	2012-03-06

TX RA
APPROVED

Since 2012-03-14
FL RA
APPROVED

Since 2012-03-06

Branch Locations

595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney	Boca Raton	FL	02/2012	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

02/2012 → Present

Morgan Stanley Smith Barney

Boca Raton, FL
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

1987-04-03 → 2012-02-24

Ameriprise Financial Services, Llc

Boca Raton, FL

Boca Raton, FL

Other Businesses

1.*355169 - Basketball referee middle school, junior high, club and high school basketball; Investment related - No; West Palm Beach, FL; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Nov 2018; During business hours: 0; After business hours: 9.0.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1982-05-05

S63 Uniform Securities Agent State Law Examination

1982-05-05

Designations

Certified Financial Planner

Other Names

Greg Burie
Gregory J Burie

View on SEC IAPD