Edward J Pagano

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

• 11/2018 → 05/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2016 → 06/2017
  Tradeoff Construction Services
  Lynbrook, NY
• 10/2017 → 01/2018
  Tradeoff Construction Services
  Lynbrook, NY
• 06/2017 → 10/2017
  New York Life Insurance Company
  New York, NY
• 01/2018 → 11/2018
  Self-Employed
  Brooklyn, NY
• 08/2012 → 05/2017
  The Pennsylvania State University - Harrisburg
  Harrisburg, PA
• 07/2022 → Present
  Morgan Stanley
  New York, NY
• 07/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-03-04 → 2022-05-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

*639296- PennState Alumni Association New York City Chapter; Investment related No; New York, New York; Other: Alumni Association; Board Member:Finance Committee:Other (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 10; Labor/Service:Other Assisting the President with board related activities and events. Coordinating chapter meetings. Assisting with miscellenous and administrative work associated with chapter events. Helping oversee the treasurer to ensure diligence is applied to our recordkeeping processes.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-02

Other Names

• Edward James Pagano
• Edward Pagano