Aldi Tafani

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

• 04/2007 → 11/2016
  Morgan Stanley & Co., Incorporated
  New York, NY
• 06/2009 → 11/2016
  Morgan Stanley Smith Barney Llc
  New York, NY
• 01/2015 → 11/2016
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 11/2016 → 01/2025
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 11/2016 → 01/2025
  Jpmorgan Securities Llc
  New York, NY
• 11/2018 → Present
  175-181 Shrewsbury Llc
  Red Bank, NJ
• 01/2025 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 01/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-11-23 → 2025-01-12
  J.P. Morgan Securities Llc
  New York, NY
  Colts Neck, NJ
• 2009-06-01 → 2016-11-28
  Morgan Stanley
  New York, NY
  New York, NY
• 2008-05-23 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY

Other Businesses

*628048 - 175- 181 Shrewsbury LLC ; Investment Related - Yes; red Bank, New Jersey; Rental Property; Officer(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2020; During Business Hours: 0; After Business Hours: 2; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2008-05-22
• S63 Uniform Securities Agent State Law Examination
  1999-07-29

Other Names

• Aldi Mustafa
• Esmerald Mustafa
• Esmerald Tafani