Diana Lynn Colbert

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

• 01/2010 → Present
  Morgan Stanley
  Sewickley, PA

Previous Registrations

• 2006-07-24 → 2009-06-01
  Citigroup Global Markets Inc.
  Pittsburgh, PA
  Pittsburgh, PA

Other Businesses

* 410400 - Power of Attorney; Investment related Yes; Cranberry Twp, PA; Feb 2018; During business hours: 0; After business hours: 0. *480363 - Estate ; Investment related - Yes; Cranberry Twp, Pennsylvania; 03/2018; During business hours: 0; After business hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-22
• S63 Uniform Securities Agent State Law Examination
  1985-11-22

Other Names

• Diana Lynn Yonker