John Xavier Magnesio

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

• 11/2008 → 10/2022
  Ubs Financial Services Inc
  Stamford, CT
• 10/2022 → Present
  Morgan Stanley Smith Barney Llc
  Greenwich, CT
• 11/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2008-11-28 → 2022-10-18
  Ubs Financial Services Inc.
  Stamford, CT
  Purchase, NY
• 2007-04-02 → 2008-12-01
  Morgan Stanley & Co. Llc
  Purchase, NY
• 2006-03-16 → 2007-04-02
  Morgan Stanley Dw Inc.
  Purchase, NY
  Purchase, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-14
• S63 Uniform Securities Agent State Law Examination
  1995-07-18