Harry Niko Skopas

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

• 06/2023 → Present
  Morgan Stanley
  New York, NY
• 06/2022 → 08/2022
  Alphasights
  New York, NY
• 05/2021 → 08/2021
  Kb Financial Companies
  Princeton, NJ
• 04/2020 → 09/2020
  Blue Crest Building
  Princeton, NJ
• 06/2018 → 09/2019
  Mercer County Golf Academy
  Princeton, NJ
• 06/2017 → 08/2017
  Peddie Golf Camp
  Highstown, NJ
• 09/2015 → 06/2019
  Princeton High School
  Princeton, NJ
• 09/2019 → 05/2023
  Tufts University
  Medford, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-10-27

Other Names

• Harry N Skopas