Marc Israel Karetsky

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

• 09/2008 → Present
  Barclays Capital Inc.
  New York, NY
• 07/2015 → Present
  Morgan Stanley
  New York, NY
• 11/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-03-13 → 2015-07-31
  Barclays Capital Inc.
  New York, NY
• 2008-02-14 → 2008-10-15
  Lehman Brothers Inc.
  New York, NY
  New York, NY
  New York, NY

Other Businesses

1) NYSE HEARING BOARD; NYSE,NEW YORK,NY;NYSE HEARING BOARD; POSITION/MEMBER; 2-JAN-95; 0.67 HOURS PER MONTH; DURING BUSINESS HOURS 2)*233200 - Temple Israel of the City of New York; Investment related - No; New York, New York; Religious; Board Member:Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 3; After business hours: 0; Interim Treasurer 3) CAMPHILL FOUNDATION; NO; 285 HUNGRY HOLLOW RD, CHESTNUT RIDGE,NY; BUILD COMMUNITIES FOR INDIVIDUALS WITH MORAL OR SOCIAL DISABILITIES; INVESTMENT/FINANCE COMMITTEE; 12/23/2010; 4 HOURS PER MONTH; 0 DURING BUSINESS HOURS; 4) Home Owner; Investment related; New York, NY; VP on the Co-operation Board; President (proprietor, partner, officer, director, employee, trustee, agent); Sep 2010; During business hours: 1; After business hours: 1; Oversees the management of my co-operative apartment residence. 5) New York Stock Exchange, Yes, Sit on the Hearing Review Board, During business: 2 After business 6, It is an honor to sit on the exchange hearing board; 6) CAMPHILL FOUNDATION, OWNER;INTERNATIONAL MOVEMENT OF INTERNATIONAL COMMUNITIES DESIGNED TO MEET THE NEEDSOF CHILDREN; INVESTMENT COMMITTEE; INVESTMENT RELATED; DURING BUSINESS HOURS- 1, AFTER BUSINESS HOURS- 1; *678481 - MMK Family LLC; Investment related: Yes; New York , New York; Family LLC; Managing Member(proprietor, partner, officer, director, employee, trustee, agent); 9/2009; During business hours: 1; After business hours: 0; Investment Decisions/Advice

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-04
• S63 Uniform Securities Agent State Law Examination
  1984-03-29

Other Names

• Marc I Karetsky
• Marc Karetsky