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Portfolio Management for Individuals Advisors in Sewickley, Pennsylvania
40 Results
Unclaimed
location

Sewickley, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Amit Singh Grover is a financial advisor with over 15 years of experience in the industry. Amit is currently registered with Morgan Stanley and has been with them since 2009. Prior to this, Amit was a registered representative with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Amit is licensed to provide investment advice in multiple states, including Pennsylvania, New Jersey, Texas and many others. Amit holds Series 7, 9, 10, 31, 66 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Sewickley, PA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Smulski is a financial advisor with over 20 years of experience in the industry. Anthony has a Series 66, Series 31 and Series 7 licenses, along with a SIE license and is registered in over 30 states. Anthony's primary affiliation is with Morgan Stanley. Previously Anthony was registered with Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Anthony is a financial advisor providing a wide range of services, including financial planning, asset allocation advice, portfolio management, and educational seminars. Anthony is also a registered investment advisor in Pennsylvania and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Sewickley, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

August Anthony Damian is a financial advisor with over 5 years of experience in the financial services industry. Damian is registered with Morgan Stanley and holds Series 7, 63, and 66 licenses. Damian has a diverse background in financial services, having previously worked with WesBanco Securities, Inc. and Cambridge Investment Research, Inc.. Damian's commitment to providing comprehensive financial guidance aligns with Morgan Stanley's focus on offering a wide range of investment and advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Sewickley, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Brian Tarquinio is a financial advisor with Morgan Stanley, located in Sewickley, Pennsylvania. Brian has been in the financial services industry for over 20 years, and holds Series 7, 31, and 66 licenses. Brian is a registered representative of Morgan Stanley Smith Barney LLC. Brian's primary focus is working with high-net-worth individuals. In addition to his role at Morgan Stanley, Brian is a board member of South Hills Catholic Academy and a partner of Thomas Joseph LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Sewickley, PA

experience

25 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Brian Eagon is a financial advisor with Morgan Stanley. Brian has been in the financial services industry since 1999 and is registered with the state of Pennsylvania as a Registered Representative and an Investment Advisor Representative. Brian has passed the Series 3, 7, 31, 63, and 65 exams. Brian holds multiple industry licenses in addition to his Series 7, 63, and 65 licenses. Brian provides asset allocation advice, financial planning, pension consulting, portfolio management, and educational seminars. Brian also serves as an officer for Horn Creek Acres, Inc. Brian is committed to providing his clients with personalized financial advice and services. Brian is a valuable resource for individuals and families looking to achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Sewickley, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Chris Todd Simakas is an investment advisor representative who has been working in the financial services industry since April 1999. Chris is currently registered with Morgan Stanley, where Chris is part of their investment team. Chris is also registered as an investment advisor representative in Pennsylvania and Texas. Prior to joining Morgan Stanley, Chris was previously registered with CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC. Chris has passed the Series 31, Series 63, Series 65, Series 7 and SIE exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Sewickley, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Curt Coulter is a financial advisor at Morgan Stanley, bringing over 29 years of experience to the industry. Curt's professional career started at Prudential Securities Incorporated in 1994. Since then, Curt has held positions at Citigroup Global Markets Inc., UBS Financial Services Inc., and Wells Fargo Clearing Services, LLC, before joining Morgan Stanley. Curt has a strong background in providing investment advice, financial planning and educational seminars. Curt specializes in working with individuals, businesses, high-net-worth individuals, investment companies, charitable organizations and insurance companies. Curt holds Series 7, Series 31, and Series 63 and Series 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Sewickley, PA

experience

41 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Daniel Crawford is a registered representative and investment advisor representative with Morgan Stanley, located in Sewickley, PA. Daniel Crawford has been in the securities industry since August 22, 1983 and has a total of 27 state licenses. Daniel Crawford has passed the Series 63, Series 7, Series 72, and SIE exams. Daniel Crawford has been employed by Morgan Stanley Smith Barney LLC since June 2009 and Morgan Stanley Private Bank, N.A. since January 2015.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Sewickley, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Danielle Gilliam is a registered representative with Morgan Stanley. Danielle has been in the securities industry since April 2021. Prior to joining Morgan Stanley, Danielle worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Danielle is registered in 47 states. Danielle holds FINRA Series 7TO, Series 66, and SIE licenses. Danielle offers a wide range of financial services, including investment advice, financial planning, and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Morgan Stanley

location

Sewickley, PA

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Eric Nan is a registered representative with Morgan Stanley. Eric has been in the industry since July 1997 and is licensed to provide investment advice in 39 states. He has a history of working for various firms, including UBS Financial Services Inc. and Citigroup Global Markets Inc. Eric’s areas of specialization include providing investment advice to individuals, businesses, and investment companies. He is dedicated to helping clients reach their financial goals through personalized financial planning and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

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