Best Investors Account Sign in

Gabriella Poupel

Morgan Stanley

New York, NY

CRD 7709386

Claim This Profile
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
NY RA APPROVED 2025-01-03
  • NY RA
    APPROVED
    Since 2025-01-03

Branch Locations

399 Park Avenue 12Th Floor, New York, NY 10022 • 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 New York NY 07/2024 Present
Georgetown University Washington DC 08/2023 12/2023
Morgan Stanley New York City NY 06/2023 08/2023
Georgetown University Washington DC 01/2023 05/2023
Molly's Cupcakes New York City NY 06/2022 08/2022
American School Of Paris Saint Cloud 07/2014 08/2020
Georgetown University Washington DC 08/2020 05/2024
  • 07/2024 → Present
    New York, NY
  • 08/2023 → 12/2023
    Georgetown University
    Washington, DC
  • 06/2023 → 08/2023
    New York City, NY
  • 01/2023 → 05/2023
    Georgetown University
    Washington, DC
  • 06/2022 → 08/2022
    Molly's Cupcakes
    New York City, NY
  • 07/2014 → 08/2020
    American School Of Paris
    Saint Cloud
  • 08/2020 → 05/2024
    Georgetown University
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-03
S63 Uniform Securities Agent State Law Examination 2024-08-05
  • S65 Uniform Investment Adviser Law Examination
    2025-01-03
  • S63 Uniform Securities Agent State Law Examination
    2024-08-05

View on SEC IAPD

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor