Selena B Smith

CRD 6821022

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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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-06-28
VT	RA	APPROVED	2019-02-19

TX RA
APPROVED_RES

Since 2024-06-28
VT RA
APPROVED

Since 2019-02-19

Branch Locations

105 West View Road 5Th Floor, Colchester, VT 05446 • 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

Organization	City	State	From	To
Morgan Stanley	Colchester	VT	07/2017	Present
Unemployed/Hiring Process For Morgan Stanley	Colchester	VT	05/2017	07/2017
Student/Unemployed	Plattsburgh	NY	08/2016	05/2017
Morgan Stanley Private Bank, N.A	New York	NY	05/2024	Present

07/2017 → Present

Morgan Stanley

Colchester, VT
05/2017 → 07/2017

Unemployed/Hiring Process For Morgan Stanley

Colchester, VT
08/2016 → 05/2017

Student/Unemployed

Plattsburgh, NY
05/2024 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-02-19

S66 Uniform Combined State Law Examination

2019-02-19

Other Names

Selena Malfa
Selena B Malfa

View on SEC IAPD

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