Stefan David Papasoff

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

• 09/1997 → 12/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
• 04/2010 → 12/2019
  Bank Of America, N.A.
  Nashville, TN
• 12/2019 → Present
  Morgan Stanley Smith Barney Llc
  Kirkland, WA
• 01/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 1997-09-15 → 2019-12-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
  New York, NY
  New York, NY
  Franklin, TN
  Franklin, TN

Other Businesses

*387120 - NashVegas Guitars; Investment related - No; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2018; During business hours: 0; After business hours: 8.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-01
• S63 Uniform Securities Agent State Law Examination
  1984-01-12