Andrew B Parisian

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

• 03/2023 → Present
  Morgan Stanley
  Watertown, NY
• 06/2017 → 03/2023
  Canandaigua National Bank & Trust
  Canandaigua, NY
• 12/2016 → 04/2017
  X-Bac, Llc (Dba Lpl Financial)
  Rochester, NY
• 01/2016 → 12/2016
  Suny College At Brockport
  Brockport, NY
• 01/2017 → 12/2017
  Niagara University
  Niagara, NY
• 08/2012 → 12/2016
  Suny Brockport
  Brockport, NY
• 04/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-04-11

Designations

• Certified Financial Planner

Other Names

• Andrew Bradley Parisian
• Drew Parisian