Sydney Nicole Milewski

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

• 02/2023 → Present
  Morgan Stanley
  New York, NY
• 01/2022 → 06/2022
  Ritz Carlton, Llc
  Santa Barbara, CA
• 06/2022 → 02/2023
  Unemployed
  Unemployed, CA
• 01/2022 → 03/2022
  Promazo, Inc.
  South Bend, IN
• 08/2021 → 11/2021
  Ca'DArio Restaurant
  Montecito, CA
• 09/2019 → 03/2020
  The Home Depot
  Goleta, CA
• 06/2019 → 09/2019
  Northwestern Mutual
  Woodland Hills, CA
• 01/2019 → 06/2019
  University Of California
  Santa Barbara, CA
• 01/2000 → 01/2019
  Unemployed
  Unemployed, CA
• 09/2018 → 06/2022
  University Of California, Santa Barbara
  Santa Barbara, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-08-30
• S63 Uniform Securities Agent State Law Examination
  2023-03-31

Other Names

• Sydney Nicole Milewski
• Sydney N Milewski