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Andrea Scola

Morgan Stanley

New York, NY

Boston, MA

CRD 1200354

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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

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
TX RA APPROVED_RES 2019-01-09
RI RA APPROVED 2018-12-14
  • NY RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED_RES
    Since 2019-01-09
  • RI RA
    APPROVED
    Since 2018-12-14

Branch Locations

1585 Broadway 21St Floor, New York, NY 10036 • United States

28 State Street 26Th Floor, Boston, MA 02109 • 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
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc New York NY 06/2009 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    New York, NY
Previous Registrations
  • 2005-12-09 → 2009-06-01
    Morgan Stanley & Co. Llc
    New York, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-07
  • S66 Uniform Combined State Law Examination
    2000-09-07

View on SEC IAPD

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