Michael F Colagiovanni

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

• 02/2001 → Present
  Citigroup Global Markets Inc.
  New York, NY
• 06/2009 → Present
  Morgan Stanley Smith Barney
  New York, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

1. PWM GROUP LLC; PRIMARILY A HOLDING CORP FOR LIFE AND DISABILITY INSURANCE BEING PURCHASED BY MSSB AFFILIATED FAS ON EACH OTHER AND FOR EACH OTHER.; 08/2011 MEMBER 0 HOURS DURING 0 HOURS OUTSIDE

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-03
• S63 Uniform Securities Agent State Law Examination
  1998-10-14

Other Names

• Michael Francis Golagiovanni
• Michael Francis Colagiovanni
• Michael Francis Colagiovanni Jr
• Michael Francis Colagiovanni
• Michael F Colagiovanni Jr.