Bhagirath Tanna

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

• 08/2024 → Present
  Morgan Stanley
  New York, NY
• 09/2021 → 08/2024
  Aig
  Jersey City, NJ
• 02/2019 → 09/2021
  John Wiley & Sons
  Hoboken, NJ
• 11/2013 → 02/2019
  New York University
  New York, NY
• 10/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*610740 - Incusol Inc; Investment related Yes; Jersey City, New Jersey; Technology; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2014; During business hours: 0; After business hours: 8; Administrative *610899 - Multicultural Arts and Performance Academy; Investment related Yes; Jersey City, New Jersey; Education (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 0; After business hours: 4; Administrative *611927 - Rental Property; Investment related Yes; Jersey City, New Jersey; Rental Property; Coop apartment owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2007; During business hours: 0; After business hours: 1; Labor/Service, Property Management

Exams

• S66 Uniform Combined State Law Examination
  2025-02-01