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Jenna Sarno

Morgan Stanley

Bayville, NJ

New York, NY

CRD 6711638

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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 2017-11-13
NJ RA APPROVED 2017-10-31
  • NY RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED
    Since 2017-11-13
  • NJ RA
    APPROVED
    Since 2017-10-31

Branch Locations

Bayville, NJ • United States

55 East 52Nd Street 12Th Floor, New York, NY 10055 • 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 New York NY 10/2016 06/2017
Robert P Russo Cpa, Pc New York NY 10/2014 10/2016
Morgan Stanley New York NY 06/2017 Present
  • 10/2016 → 06/2017
    New York, NY
  • 10/2014 → 10/2016
    Robert P Russo Cpa, Pc
    New York, NY
  • 06/2017 → Present
    New York, NY
Other Businesses

* 413491 -Manny Caridad Scholarship Fund Inc; Investment related No; staten island, New York; Children/Youth:Education:Sports; Officer (non-board member) (proprietor, partner, officer, director, employee, trustee, agent);10/2020; During business hours: 0; After business hours: 30; Administrative, Business Development/Growth, Check Signing/Funds Disbursements, Fundraising *666892- Berkeley Shores Civic Association; Investment related: No; Bayville, New Jersey; Civic/Religious/Community;Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 5; Administrative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-31
  • S66 Uniform Combined State Law Examination
    2017-10-31

View on SEC IAPD

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