Robert C. Critelli

CRD 811679 · Morgan Stanley · Rolling Hills Estates, CA

IA RegisteredBroker

Also appears in the source record as: Robert C Critelli; Robert Constantin Critelli; Robert Constantine Critelli III; Robert C. Critelli III III; Robert Constantine Critelli III III

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 63SIESeries 15Series 5PCSeries 7
Registered states (16): Arizona · California · Florida · Georgia · Hawaii · Michigan · Montana · Nevada · New Jersey · New York · Ohio · Tennessee · Texas · Utah · Vermont · Washington
Years in the industry (source record): 51
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (7)

From the source registration record · current first

Morgan StanleyCurrent
Rolling Hills Estates, CA · IA capacity

Jun 1, 2009 → present
Citigroup Global Markets Inc.
IA capacity

Jul 8, 1997 → Jun 1, 2009
Citigroup Global Markets Inc.
BD capacity

Jul 31, 1993 → Jun 1, 2009
Lehman Brothers Inc.
BD capacity

Nov 22, 1978 → Jul 31, 1993
Shearson Hayden Stone Inc.
BD capacity

Nov 17, 1976 → Dec 11, 1977
Shearson Hayden Stone Inc.
BD capacity

Apr 26, 1976 → Nov 17, 1976
Dean Witter & Co. Incorporated
BD capacity

Sep 2, 1975 → May 8, 1976

Source & corrections

Where this page comes from

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