Theodora M Portelos

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:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-04-02
NJ	RA	APPROVED	2010-02-01

TX RA
APPROVED_RES

Since 2020-04-02
NJ RA
APPROVED

Since 2010-02-01

Branch Locations

Midland Park, NJ • United States

15 Independence Boulevard 1St Floor, Warren, NJ 07059 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney	Warren	NJ	09/2014	Present

09/2014 → Present

Morgan Stanley Smith Barney

Warren, NJ

Previous Registrations

2009-06-01 → 2009-11-27

Morgan Stanley

Fairfield, NJ
2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Ridgewood, NJ

Fairfield, NJ
2002-05-28 → 2007-04-02

Morgan Stanley Dw Inc.

Ridgewood, NJ

Ridgewood, NJ

Other Businesses

*56393- Greek Orthodox Metropolis of New Jersey Philoptochos Board; Investment related No; Westfield, New Jersey; Charitable, Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2019; During business hours: 0; After business hours: 4;Administrative, Fundraising, Business Development/Growth

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-03-28

S66 Uniform Combined State Law Examination

2002-03-28

Other Names

Theodora Maria Bacalakis
Theo Bacalakis
Thea Bacalakis
Theodora Maria Portelos
Thea Portelos

View on SEC IAPD