MORGAN STANLEY SMITH BARNEY LLC
Phoenix, AZ · Wilmington, DE
Company Profile
Industry:Security Broker/Dealer
Registration:Mar 30, 2009
Addresses:2390 E Camelback Rd, Phoenix, AZ 85016 (Physical)
1209 Orange St, Wilmington, DE 19801 (Foreign)
2398 E Camelback Rd, Phoenix, AZ 85016
State ID:R-1516075-8
Members (5):Jeffery Gelfand / Manager 2000 Westchester Ave, Purchase, NY 10577 (Physical) James Gorman / Manager 2000 Westchester Ave, Purchase, NY 10577 (Physical) Daniel Marting / Senior Vice-President Diana Seligman / Manager, inactive Ryan Zwarg / Manager, inactive
Agent:Ct Corporation System 2390 E Camelback Rd, Phoenix, AZ 85016 (Physical)
Who has worked at MORGAN STANLEY SMITH BARNEY LLC
| Position at MORGAN STANLEY SMITH BARNEY LLC | Previous job position | |
|---|---|---|
| Abramovic Cindy | First Vice President, Financial Advisor |
|
| Adam J. Ciffone | ||
| Alex Lopez | Regional Training OfficerSince Jun 2008 |
Macy'sSenior Safety Consultant Aug 2003 - May 2008 |
| Andrew Marshall Upton | Vice President, Legal & ComplianceSince 2009 |
CITIGROUP GLOBAL MARKETS INCDirector/Counsel, Office of the General Counsel 1996 - 2009 |
| B Carole Hoffman | ||
| Bruce Bates | Senior Vice Presidant - Wealth ManagementSince Jan 1956 |
|
| Christine Geston | Senior Assistant Operations Manager |
|
| Daniel Montano | Sr. Serv. Assoc.Since 2009 |
Financial industrySr Reg Assoc 1987 - 2013 |
| David Seifert | First Vice President - Wealth ManagementSince Feb 2006 |
Legg MasonVice President - Wealth Management 1992 - 2006 |
| Donna Krohn | Registered Marketing Associate |
Morgan Stanley Smith Barney LLCRegistered Marketing Associate |
| Durham Hamilton | Financial Advisor |
|
| Dyann Sanchez | AVP, Sr. Technology TrainerSince Sep 2005 |
Smith BarneyAssistant Vice President/Senior Technology Trainer Since Sep 2005 |
| Edward Nazarko | Vice PresidentSince Aug 2006 |
UBS Financial Services Inc.Assistant Vice President Sep 1999 - Aug 2006 |
| Elaina Spilove | Institutional Consulting Director, Graystone ConsultingSince Sep 1991 |
|
| Gayatri Vyas | Financial Planning Specialist, Registered Client Service AssociateSince Jun 2006 |
Morgan StanleySr. Registered Client Service Associate Jan 2001 - May 2006 |
| James Church | Vice PresidentSince 2004 |
UBS Wealth ManagementVice President 1991 - 2004 |
| Jason Nigro | Vice PresidentSince Feb 2005 |
|
| Jerry Boening | Vice President Wealth ManagementSince Nov 1998 |
Boening BrothersDistrict Manager Oct 1992 - Jun 1998 |
| Jessica Kiltau | Registered Associate |
|
| Joseph Toledano | Executive DirectorSince Nov 2011 Vice PresidentJul 2007 - Nov 2011 |
Morgan Stanley & Company Inc.Vice President Mar 2002 - Jul 2007 |
| Lionel Goldberg | Senior Vice President- Wealth ManagementSince Jun 2009 |
Smith BarneySr. Vice President- Wealth Management Oct 2000 - Jun 2009 |
| Mark Milligan | First Vice President Wealth Management |
|
| Michael Vincent Colvin | ||
| Paige Van Sant | Client Services Associate |
Former Employees
| Position at MORGAN STANLEY SMITH BARNEY LLC | Next job position | |
|---|---|---|
| Alan Gerard Brower | ||
| Albert Sampson | Second Vice President, Wealth ManagementSince 1994 |
|
| Anna Pervaia | Team Leader / ManagerSince Aug 2007 |
|
| Audrey Blain | ||
| August Henry Schupp Iv | ||
| Ben Moskovits | ||
| Bernard B. Kornmehl | ||
| Bruce Jensen | Financial Advisor/Global Wealth ManagementSince Dec 2010 |
|
| Claudia Margarita Marmolejo | ||
| David Enemark, CfpãÂî | Partner, The Hall Walsworth GroupSince Jul 2006 |
|
| Demetra Alexiou | ICS Trade Support - Operations - Global Wealth ManagementSince 2009 |
|
| Eileen Roth | Sales Support Specialist, Consulting GroupSince May 2011 |
|
| Glenn Kurlander | ||
| Jeffrey Terao, CfpãÂî | Comprehensive wealth managementSince Dec 2000 |
|
| John A. Dougherty | ||
| Jorge Zuniga | Financial AnalystSince Mar 2010 |
|
| Joseph Calabrese | Vice President - Listed Derivative Retail OperationsSince 2006 |
|
| Leslie Allen Klein | ||
| Leslie Tucker | Finance InternshipMar 2006 - Aug 2006 Administrative assistantJun 2004 - Aug 2004 |
Williams-Sonoma, Inc.Order Management Specialist, Pottery Barn Since Apr 2011 |
| M. Raghunauth | Senior Registered AssociateSince Mar 2008 |
|
| Maria Delgado | Legal Administrative Assistant, MSSB Client LitigationSince 2010 |
|
| Matt Cook | Technical Analyst2008 - 2009 |
|
| Michael J. Metzger | ||
| Natalia Castaneda | Register Client Associate |