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Lucille R Matedero

Morgan Stanley

Melville, NY

CRD 2052534

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
TX RA APPROVED_RES 2020-04-08
CT RA APPROVED 2017-03-09
  • NY RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED_RES
    Since 2020-04-08
  • CT RA
    APPROVED
    Since 2017-03-09

Branch Locations

58 South Service Road Suite 400, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services Inc Melville NY 06/2014 10/2016
Morgan Stanley Wealth Management Melville NY 02/2017 Present
Not Employed Hauppauge NY 11/2016 01/2017
  • 06/2014 → 10/2016
    Ameriprise Financial Services Inc
    Melville, NY
  • 02/2017 → Present
    Morgan Stanley Wealth Management
    Melville, NY
  • 11/2016 → 01/2017
    Not Employed
    Hauppauge, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-30
S63 Uniform Securities Agent State Law Examination 2010-10-15
  • S65 Uniform Investment Adviser Law Examination
    2011-03-30
  • S63 Uniform Securities Agent State Law Examination
    2010-10-15
Other Names
  • Lucille Rose Debenedetto
  • Lucille R Debenedetto

View on SEC IAPD

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