Catalina Q Geller

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

• 05/2025 → Present
  Morgan Stanley
  New York, NY
• 06/2024 → 05/2025
  Morgan Stanley
  New York, NY
• 01/2024 → 04/2024
  Northwestern Mutual
  New York, NY
• 08/2023 → 01/2024
  The New School
  New York, NY
• 04/2023 → 08/2023
  The Fulton By Jean Georges
  New York, NY
• 08/2022 → 04/2023
  The New School
  New York, NY
• 05/2022 → 08/2022
  Eataly: La Pizza La Pasta
  New York, NY
• 08/2021 → 05/2022
  The New School
  New York, NY
• 02/2021 → 08/2021
  Shanahan's Steakhouse
  Greenwood Village, CO
• 11/2020 → 02/2021
  Colorado Academy
  Lakewood, CO
• 05/2019 → 11/2020
  Little Ollies Asian Cafe
  Denver, CO
• 08/2018 → 05/2019
  Colorado Academy
  Denver, CO
• 05/2018 → 08/2018
  Hapa Sushi Bar And Grill
  Greenwood Village, CO
• 08/2017 → 08/2018
  Colorado Academy
  Lakewood, CO
• 08/2008 → 08/2017
  Graland Country Day School
  Denver, CO
• 04/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-05-22

Other Names

• Catalina Quinn Alvarado Geller
• Catalina Q Geller