Rupert Ripley Sizemore

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

• 04/2007 → Present
  Morgan Stanley & Co., Incorporated
  Cary, NC
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Raleigh, NC
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Cary, NC
  Raleigh, NC
• 2001-12-31 → 2007-04-02
  Morgan Stanley Dw Inc.
  Raleigh, NC
  Cary, NC
  Raleigh, NC

Other Businesses

1. Rental Property; Investment related; littleton NC; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2018; During business hours: 0; After business hours: 0; property owner *441009- Sizemore Pack LLC; Investment related: Yes; Raleigh, North Carolina; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 0; Passive member

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-15
• S63 Uniform Securities Agent State Law Examination
  1999-07-27

Other Names

• Skip Sizemore
• Rupert Ripley Sizemore
• Rupert Ripley Sizemore Iii
• Skip Sizemore