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Catherine Francesca Foy

Morgan Stanley

New York, NY

10036, NY

CRD 6774210

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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 2022-12-21
NY RA APPROVED 2022-11-04
  • TX RA
    APPROVED
    Since 2022-12-21
  • NY RA
    APPROVED
    Since 2022-11-04

Branch Locations

750 Seventh Avenue, New York, NY 10019 • United States

1585 Broadway, 10036, NY 10036 • 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 & Co., Llc New York NY 07/2018 07/2022
Duke University Durham NY 08/2014 05/2018
Morgan Stanley New York NY 06/2017 08/2017
Duke University Press Durham NY 05/2014 06/2017
Morgan Stanley New York NY 07/2022 Present
  • 07/2018 → 07/2022
    Morgan Stanley & Co., Llc
    New York, NY
  • 08/2014 → 05/2018
    Duke University
    Durham, NY
  • 06/2017 → 08/2017
    Morgan Stanley
    New York, NY
  • 05/2014 → 06/2017
    Duke University Press
    Durham, NY
  • 07/2022 → Present
    Morgan Stanley
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-04
S63 Uniform Securities Agent State Law Examination 2018-08-20
  • S65 Uniform Investment Adviser Law Examination
    2022-11-04
  • S63 Uniform Securities Agent State Law Examination
    2018-08-20

View on SEC IAPD

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