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Whitney L Itano

Morgan Stanley

Menlo Park, CA

CRD 6896904

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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
CA RA APPROVED 2021-05-07
TX RA APPROVED 2021-05-07
  • CA RA
    APPROVED
    Since 2021-05-07
  • TX RA
    APPROVED
    Since 2021-05-07

Branch Locations

2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • 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
American Century Investment Services, Inc. Kansas City MO 01/2018 05/2020
Central Pacific Bank Honolulu HI 04/2013 01/2017
Homemaker Mountain View CA 02/2017 01/2018
Morgan Stanley Menlo Park CA 04/2021 Present
Unemployed Mountain View CA 05/2020 04/2021
  • 01/2018 → 05/2020
    American Century Investment Services, Inc.
    Kansas City, MO
  • 04/2013 → 01/2017
    Central Pacific Bank
    Honolulu, HI
  • 02/2017 → 01/2018
    Homemaker
    Mountain View, CA
  • 04/2021 → Present
    Morgan Stanley
    Menlo Park, CA
  • 05/2020 → 04/2021
    Unemployed
    Mountain View, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-19
  • S66 Uniform Combined State Law Examination
    2018-04-19
Other Names
  • Whitney Lee Itano

View on SEC IAPD

Nearby Firms

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC
TRIPLEPOINT ADVISERS LLC
MENLO EQUITIES

Nearby Investors

CHARLES RICHARD LEVY
FRANK HARVEY ALMENDAREZ
JAMES MATTHEW PALLESCHI

Nearby Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
MORGAN STANLEY · Menlo Park, CA
TRIPLEPOINT ADVISERS LLC · MENLO PARK, CA

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