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Adrian Tovar

Morgan Stanley

Purchase, NY

CRD 5791802

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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
CT RA APPROVED 2023-08-04
NY RA APPROVED 2023-08-04
  • CT RA
    APPROVED
    Since 2023-08-04
  • NY RA
    APPROVED
    Since 2023-08-04

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577 • 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
Access Information Management San Jose 10/2014 09/2021
Morgan Stanley New York NY 03/2023 05/2023
Seeking New Opportunities San Jose 09/2021 02/2023
Morgan Stanley New York NY 06/2023 Present
  • 10/2014 → 09/2021
    Access Information Management
    San Jose
  • 03/2023 → 05/2023
    Morgan Stanley
    New York, NY
  • 09/2021 → 02/2023
    Seeking New Opportunities
    San Jose
  • 06/2023 → Present
    Morgan Stanley
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-04
  • S66 Uniform Combined State Law Examination
    2022-05-04
Other Names
  • Adrian Tovar

View on SEC IAPD

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