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Evan C Dion

Morgan Stanley

Providence, RI

CRD 8178587

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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
TX RA APPROVED 2026-08-14
RI RA APPROVED 2026-08-06
  • TX RA
    APPROVED
    Since 2026-08-14
  • RI RA
    APPROVED
    Since 2026-08-06

Branch Locations

One Financial Plaza 19Th Floor, Providence, RI 02903 • 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
Morgan Stanley Providence RI 11/2025 Present
Blu On The Water East Greenwich RI 06/2021 Present
Coastal1 Credit Union Pawtucket RI 05/2025 08/2025
Meritage East Greenwich RI 10/2024 03/2025
Henry's Tree Farm Scituate RI 06/2017 12/2019
Alan Shaun Feinstein Middle School Coventry RI 09/2016 07/2018
Bishop Hendricken High School Warwick RI 09/2018 06/2022
University Of Rhode Island Kingston RI 09/2022 05/2026
Imsports Kingston RI 02/2023 05/2023
South County Juniors North Kingstown RI 10/2025 05/2026
  • 11/2025 → Present
    Morgan Stanley
    Providence, RI
  • 06/2021 → Present
    Blu On The Water
    East Greenwich, RI
  • 05/2025 → 08/2025
    Coastal1 Credit Union
    Pawtucket, RI
  • 10/2024 → 03/2025
    Meritage
    East Greenwich, RI
  • 06/2017 → 12/2019
    Henry's Tree Farm
    Scituate, RI
  • 09/2016 → 07/2018
    Alan Shaun Feinstein Middle School
    Coventry, RI
  • 09/2018 → 06/2022
    Bishop Hendricken High School
    Warwick, RI
  • 09/2022 → 05/2026
    University Of Rhode Island
    Kingston, RI
  • 02/2023 → 05/2023
    Imsports
    Kingston, RI
  • 10/2025 → 05/2026
    South County Juniors
    North Kingstown, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-06
  • S66 Uniform Combined State Law Examination
    2026-08-06

View on SEC IAPD

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