Jesse G Romano
Investment adviser representative at Morgan Stanley
13 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Jesse G Romano? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Morgan Stanley Private Bank, N.AFeb 2025 to now
- Morgan StanleyJun 2023 to now
- Morgan StanleyJul 2022 to Dec 2022
- Goldman SachsJul 2021 to Dec 2021
- Choate, Hall & Stewart, LLPJan 2020 to Apr 2020
- Law Offices of Randi B. SiegelJun 2019 to Jun 2019
- Northeastern UniversitySep 2018 to May 2023
- Law Offices of Randi B. SiegelJul 2018 to Aug 2018
- Brad M. Behar & Associates, PllcJan 2018 to Apr 2018
- Law Offices of Randi B. SiegelJul 2017 to Aug 2017
- The Wheatley SchoolSep 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7412452
- Firm CRD
- 149777