Ryan Rielly, CFP®
Registered Associate
Arlene Scozzaro
Senior Vice President, Wealth Management,
Financial Advisor,
Senior Investment Management Consultant
Direct:
(212) 649-8509(212) 649-8509
Toll-Free:
(800) 733-4793(800) 733-4793
My Mission Statement
Delivering high quality service with a wide array of investment
solutions
solutions
My Story and Services
A seasoned financial professional with more than two decades of industry experience, Arlene has dedicated her entire career to providing highly customized wealth management strategies to high net-worth individuals and families. Her holistic approach to financial planning includes a comprehensive process, and a commitment to providing outstanding service with passion and integrity. She understands her clients’ goals and values, helping them in developing a plan to preserve, enhance, and ultimately transfer their wealth.
Arlene works with an exceptional group of clients, including multi-generational families, corporate executives, entrepreneurs, and creative artists. Her clients entrust her to assist in optimizing their finances, as she manages their wealth with the highest regard and respect for the manner in which it was earned. Arlene believes that every individual’s circumstances and resources are unique.
She currently resides in Manhattan where she is an active member of the Museum of Modern Art, the Entrepreneurs Club of NYC, and the Women’s Business Alliance. She is also a supporter of the Americans for Arts and Education through Music, a nonprofit organization dedicated to partnering with inner-city schools to provide music as a core subject for all children. When she is not assisting clients or actively volunteering, she frequents her other home in Princeton, NJ, where she attends conferences at the Princeton University and community events.
Arlene works with an exceptional group of clients, including multi-generational families, corporate executives, entrepreneurs, and creative artists. Her clients entrust her to assist in optimizing their finances, as she manages their wealth with the highest regard and respect for the manner in which it was earned. Arlene believes that every individual’s circumstances and resources are unique.
She currently resides in Manhattan where she is an active member of the Museum of Modern Art, the Entrepreneurs Club of NYC, and the Women’s Business Alliance. She is also a supporter of the Americans for Arts and Education through Music, a nonprofit organization dedicated to partnering with inner-city schools to provide music as a core subject for all children. When she is not assisting clients or actively volunteering, she frequents her other home in Princeton, NJ, where she attends conferences at the Princeton University and community events.
Services Include
Securities Agent: RI, UT, FL, CT, CO, CA, TN, VA, MA, MD, NC, NJ, NY, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1275819
NMLS#: 1275819
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Biography
Arlene Scozzaro is a Senior Vice President, Senior Investment Management Consultant and Financial Advisor with Morgan Stanley. A seasoned financial professional for more than two decades, Arlene has dedicated her entire career to providing highly customized wealth management strategies to high net worth individuals and families. Her comprehensive approach to financial planning includes a holistic process and a commitment to providing outstanding service with passion and integrity. She understands her clients’ goals and values, and works tirelessly to help them achieve their financial objectives.
Arlene began her career in financial services at E.F. Hutton in 1983. She joined the Morgan Stanley family in 2006, where she continues to focus on developing financial strategies for her clients that are well suited to meeting their specific wealth management needs. Passionate about helping people, Arlene is well versed in the equity and fixed income markets. She also has significant experience with cash management and lending strategies, retirement planning, asset allocation, inter-generational wealth transfer and philanthropic giving.
Throughout her long and rewarding career, Arlene has received numerous distinctions and professional accolades. She currently holds the position of Senior Vice President - Wealth Management, a title given to select advisors who address the needs of Morgan Stanley’s high net worth clients. In 1995, she earned the designation of Senior Investment Management Consultant, an honor attained through study and adherence to the highest level of professionalism in developing strategies and in evaluating and managing client investments. Most recently, Arlene became federally registered with the Nationwide Mortgage Licensing System & Registry (NMLS). This registration demonstrates she has met all necessary requirements associated with mortgage lending.
Arlene currently resides in Princeton, New Jersey, where she is an active member of the Princeton Club of New York City, the Entrepreneurs Club of NYC and the Women’s Business Alliance. She is also a big supporter of the Museum of Modern Art, Americans for Arts and Education through Music, a nonprofit organization dedicated to partnering with inner-city schools to provide music as a core subject for all children. When she is not assisting clients or actively volunteering, she enjoys the cultural arts of Manhattan, specifically the theatre, concerts and museums.
Arlene began her career in financial services at E.F. Hutton in 1983. She joined the Morgan Stanley family in 2006, where she continues to focus on developing financial strategies for her clients that are well suited to meeting their specific wealth management needs. Passionate about helping people, Arlene is well versed in the equity and fixed income markets. She also has significant experience with cash management and lending strategies, retirement planning, asset allocation, inter-generational wealth transfer and philanthropic giving.
Throughout her long and rewarding career, Arlene has received numerous distinctions and professional accolades. She currently holds the position of Senior Vice President - Wealth Management, a title given to select advisors who address the needs of Morgan Stanley’s high net worth clients. In 1995, she earned the designation of Senior Investment Management Consultant, an honor attained through study and adherence to the highest level of professionalism in developing strategies and in evaluating and managing client investments. Most recently, Arlene became federally registered with the Nationwide Mortgage Licensing System & Registry (NMLS). This registration demonstrates she has met all necessary requirements associated with mortgage lending.
Arlene currently resides in Princeton, New Jersey, where she is an active member of the Princeton Club of New York City, the Entrepreneurs Club of NYC and the Women’s Business Alliance. She is also a big supporter of the Museum of Modern Art, Americans for Arts and Education through Music, a nonprofit organization dedicated to partnering with inner-city schools to provide music as a core subject for all children. When she is not assisting clients or actively volunteering, she enjoys the cultural arts of Manhattan, specifically the theatre, concerts and museums.
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 649-8509(212) 649-8509
Toll-Free:
(800) 733-4793(800) 733-4793
Fax:
(646) 843-3676(646) 843-3676
Meet My Team
Christopher Morris
Regional Consulting Group Director
About Ryan Rielly
Prior to joining Morgan Stanley, Ryan began his financial career at a boutique Fixed Income brokerage firm called First Empire Securities. At First Empire, he garnered an in-depth understanding of various Fixed Income products through direct client contact and hands-on training with the Trading Desk. Working primarily with Institutional investors, Ryan assisted clients in growing their balance sheets by utilizing a combination of investment and loan portfolios.
Ryan provides account services, manages all administrative and operational aspects, as well assist on trading. Ryan enjoys connecting with clients and extends to them an exceptional level of personal care. As a holder of the CERTIFIED FINANCIAL PLANNER™ designation, Ryan has successfully completed the rigorous education, examination, experience, and ethics requirements required by the Certified Financial Planner™ Board of Standards, an independent professional regulatory organization.
Ryan is a graduate of Hofstra University in Long Island, NY where he earned a B.B.A in Finance. He was also the Captain and an All-American on the Hofstra Men’s Lacrosse team. Ryan currently holds his Series 7 and 66 Securities licenses as well as Life, Accident & Health Insurance license.
Outside of work, Ryan trains young athletes in lacrosse and football. He currently resides in Long Beach, NY and enjoys traveling, golf, snowboarding and other outdoor activities.
Ryan provides account services, manages all administrative and operational aspects, as well assist on trading. Ryan enjoys connecting with clients and extends to them an exceptional level of personal care. As a holder of the CERTIFIED FINANCIAL PLANNER™ designation, Ryan has successfully completed the rigorous education, examination, experience, and ethics requirements required by the Certified Financial Planner™ Board of Standards, an independent professional regulatory organization.
Ryan is a graduate of Hofstra University in Long Island, NY where he earned a B.B.A in Finance. He was also the Captain and an All-American on the Hofstra Men’s Lacrosse team. Ryan currently holds his Series 7 and 66 Securities licenses as well as Life, Accident & Health Insurance license.
Outside of work, Ryan trains young athletes in lacrosse and football. He currently resides in Long Beach, NY and enjoys traveling, golf, snowboarding and other outdoor activities.
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Tony Silva
Private Banker
About Tony Silva
Tony Silva is a Private Banker serving Morgan Stanley’s Wealth Management offices in New York City.
Tony began his career in financial services in 1995 and joined Morgan Stanley in 2015 as a Pipeline Manager in our Home Loans organization. In 2017, he was promoted to Project Manager on that team. Tony assumed his current position in February, 2018. Prior to his tenure at the firm, Tony held a number of roles at mortgage financing institutions.
Tony received a Bachelor of Science in Management from Rutgers University. He and his family reside in Livingston, New Jersey.
When not at the office, Tony enjoys traveling, playing soccer, and spending time with family and friends.
Tony began his career in financial services in 1995 and joined Morgan Stanley in 2015 as a Pipeline Manager in our Home Loans organization. In 2017, he was promoted to Project Manager on that team. Tony assumed his current position in February, 2018. Prior to his tenure at the firm, Tony held a number of roles at mortgage financing institutions.
Tony received a Bachelor of Science in Management from Rutgers University. He and his family reside in Livingston, New Jersey.
When not at the office, Tony enjoys traveling, playing soccer, and spending time with family and friends.
NMLS#: 217945
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Arlene Scozzaro today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
