Salvatore Joseph Tartaglione

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

• 06/2010 → Present
  Morgan Stanley
  Hartford, CT
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

1. TOWN OF EASTON; BOARD OF FINANCE MEMBER; APPROX 2-4 PER WEEK DURING NON-BUSINESS HOURS *103333 - Town of Barkhamsted CT; Investment related: No; Barkhamsted, Connecticut; Political Office; Finance Board member (proprietor, partner, officer, director, employee, trustee, agent); 09/2012; During business hours: 0; After business hours: 4; vote on town issues 3. SOLE PROPRIETOR / OWNER / PARTNER; OCCASIONAL RENTAL OF ROOMS IN RESISDENCE; DURING BUSINESS HOURS 0 AFTER BUSINESS HOURS 1.0; 20 RIVER ROAD BARKHAMSTED CT 06063;THE PROPERTY IS MY RESIDENCE WITH A SEPERATE AREA WHICH IS AVAILABLE FOR RENT. *618080- Steelhead LLC; Investment related: Yes; Barkhamsted, Connecticut; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 2; rental

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-07-12
• S65 Uniform Investment Adviser Law Examination
  2010-07-07