Nannette M Burch

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

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Boca Raton, FL
• 2006-12-04 → 2007-04-02
  Morgan Stanley Dw Inc.
  Boca Raton, FL
• 1999-12-01 → 2006-12-08
  Citigroup Global Markets Inc.
  Boca Raton, FL
  Boca Raton, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-08
• S63 Uniform Securities Agent State Law Examination
  1984-11-29

Other Names

• Nannette Marie Burch
• Nannette Marie Hamilton
• Nannette Marie Harvey
• Nannette Maire Burch
• Nanette Burch Harvey
• Nannette Marie Morris
• Nannette Marie Morris
• Nannette Marie Burch