Samuel Mcclay Yonce

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Middleton, MA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-02-26 → 2009-06-01
  Morgan Stanley & Co. Llc
  Boston, MA

Other Businesses

1. 34 Evergreeen LLC; Investment related; Greenwich, CT; Manage and rent private residence; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2018; During business hours: 0; After business hours: 2; Passive partner 2. *419016 - Yonce Family Properties Holdings LLC; Investment related - Yes; Fishers Island, New York; Vacation Home; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 1; After business hours: 3; *421289 - Trust; Investment related Yes; South Hamilton, MA; Dec 2020; During business hours: 2; After business hours: 0. * 468337 - Trust ; Investment related Yes; South Hamilton, South Hamilton; Trust ; Trustee/Co-Trustee; 06/2016; During business hours: 2; After business hours: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-29
• S63 Uniform Securities Agent State Law Examination
  1999-05-11

Other Names

• Clay Yonce
• Samuel Yonce