Olga Nelly Pappas

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

• 08/2008 → Present
  Citigroup Global Markets, Inc.
  Capitola, CA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Capitola, CA

Previous Registrations

• 2008-08-20 → 2009-06-01
  Citigroup Global Markets Inc.
  Capitola, CA
• 2007-04-02 → 2008-03-26
  Morgan Stanley & Co. Llc
  Santa Cruz, CA
• 2004-03-16 → 2007-04-02
  Morgan Stanley Dw Inc.
  Santa Cruz, CA
  Santa Cruz, CA

Exams

• S66 Uniform Combined State Law Examination
  2004-03-13

Other Names

• Olga Nelly Bogarin
• Olga Bogarin Clark
• Olga N Bogarin
• Olga Nelly Clark