Jacqueline Bucello

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

• 01/2013 → 02/2020
  E*Trade Securities Llc
  Scarsdale, NY
• 02/2020 → 01/2021
  E*Trade Securities Llc
  Scarsdale, NY
• 01/2021 → 09/2023
  E*Trade Securities Llc
  Purchase, NY
• 01/2021 → 11/2023
  E*Trade Capital Management Llc
  Purchase, NY
• 01/2023 → Present
  Morgan Stanley
  Purchase, NY
• 09/2023 → 09/2023
  Morgan Stanley
  Purchase, NY
• 09/2023 → 09/2023
  Morgan Stanley
  Purchase, NY

Previous Registrations

• 2013-12-05 → 2023-09-05
  Harrisdirect Llc
  Arlington, VA
  Scarsdale, NY
  Purchase, NY

Other Businesses

1. Name of other business:Four Lions Development LLC 2. Investment-related: No 3. Address: Ossining, New York 10562 4. Nature of business: Property management 5. Position: General Partner 6. Start Date: 2/15/2018 7. Approx. number of hours devoted to the other business: 5 8. Approx. number of hours devoted to the other business during securities trading hours: 0 9. Duties: Reviewing properties for development

Exams

• S66 Uniform Combined State Law Examination
  2014-05-30
• S63 Uniform Securities Agent State Law Examination
  1993-10-01

Other Names

• Jacqueline Padilla