Harold John Trischman

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 Llc
  Greenwich, CT
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 1991-07-11 → 2009-06-01
  Citigroup Global Markets Inc.
  Greenwich, CT
  Greenwich, CT

Other Businesses

(1) 63991 - Clifford Street Holdings / It is a real estate holding which I am the manager member of the LLC for. It holds real estate on which I collect rent. I formed the LLC in December 2007 / During business hours: 0 / After business hours: 5 / Collect rent, pay taxes, and insurance. (2) 349453 - Trischman Family Foundation / Not Investment Related / Fairfield, CT / Charity / Private Foundation / Incorporate and Registered Agent / Start 01-November-2014. (3) 350126 - Trischman Family LLC / Investment Related / Vermont / Real Estate / Manager / Start 09-December-2014. (4) 522242 - Friends of McGill / Not Investment Related / New Rochelle, NY / Education / Board Member / Start 01-December-2022 / During business hours: 0 / After business hours: 1 / The organization would like me to serve as Assistant Treasurer. Check Signing, Funds Disbursements, Investment Decisions and Advice, Administrative. (5) 622181 - Pantry of Fairfield, LLC / Investment Related / Fairfield, CT / Food Business, Carry Out, not a restaurant / Investor, Partner / Start 23-December-2024 / During Business Hours: 0 / After Business Hours: 0 / Member of LLC. (6) 685311 - Horizons Sacred Heart University / Not Investment Related / Fairfield, CT / Education / Board Member / Start 01-April-2026 / During business hours: 0 / After business hours: 3 / Business Development and Growth.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-09-15
• S63 Uniform Securities Agent State Law Examination
  1985-03-29

Other Names

• Harold John Trischman
• Butch Trischman