Steven Kennethjames Gentile

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

Previous Registrations

• 1999-08-18 → 2009-06-01
  Citigroup Global Markets Inc.
  South Burlington, VT
  Burlington, VT

Other Businesses

1. University of Vermont; Not Investment related; Burlington, VT; Basketball; Employee (proprietor, partner, officer, director, employee, trustee, agent); Oct 1997; During business hours: 2; After business hours: 20; Announce college basketball games. 2. *65118 - Vermont Catholic Diocese; Investment related - No; South Burlington, Vermont; Non-Profit; Chairman of Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 11/2020; During business hours: 1; After business hours: 2;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-23
• S63 Uniform Securities Agent State Law Examination
  1999-06-08