Edward John Boulbol

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
  Boca Raton, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1993-07-31 → 2009-06-01
  Citigroup Global Markets Inc.
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

1. NOTARY NOT INVESTMENT RELATED 1 HOUR PER MONTH 01/01/2009 START DATE ADDRESS 600 BRANCH 2.*487236- Estate ; Investment related -Yes; Royal Palm Beach, Florida; Executor/Co-Executor (Active); 02/2022; During business hours: 1; After business hours: 4; *632987 - sea to sky real estate holdings llc; Investment related: Yes; royal palm beach, Alabama; Real Estate; personal rep(proprietor, partner, officer, director, employee, trustee, agent); 12/2009; During business hours: 0; After business hours: 5; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-05
• S63 Uniform Securities Agent State Law Examination
  1984-08-02