Frank Ronald Marano

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

• 08/2013 → Present
  Morgan Stanley
  Allentown, PA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-01-02 → 2013-08-23
  Raymond James Financial Services Advisors, Inc
  Emmaus, PA
• 2008-12-22 → 2009-01-02
  Raymond James Financial Services, Inc.
  Emmaus, PA
  Woolwich Township, NJ
  Nazareth, PA
  Lancaster, PA
• 2003-12-02 → 2008-12-17
  Wells Fargo Clearing Services, Llc
  Slatington, PA
  West Chester, PA
  Coplay, PA
  Allentown, PA

Other Businesses

1. *379772 - Saint Anthony of Padua Catolic Church; Investment related No; Charity / Private Foundation; (proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: 0+; After business hours: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-05-03
• S63 Uniform Securities Agent State Law Examination
  1986-10-15