Justin James Carpenito

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
  Bellevue, WA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Bellevue, WA
• 2004-01-12 → 2007-04-02
  Morgan Stanley Dw Inc.
  Bellevue, WA
  Bellevue, WA
• 1999-06-25 → 2003-06-02
  Mcarthur Financial Services
  Sequim, WA

Other Businesses

*649731-  Veritasity Labs, LLC; Investment related-Yes; Cambridge, Massachusetts; Technology; Officer (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 8; Development of behavioral health and wellness smartphone application.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-04-30
• S65 Uniform Investment Adviser Law Examination
  1999-04-30

Other Names

• Justin James Pender