Tristan Mouligné
First Vice President, Wealth Management,
Financial Advisor,
Portfolio Management Director
Direct:
(401) 845-3539(401) 845-3539
Toll-Free:
(800) 752-2678(800) 752-2678
My Mission Statement
Helping clients with their personalized investment and financial
strategies
strategies
My Story and Services
Tristan's career in financial services began in 2007 with UBS in Boston, MA. Three years later, after reviewing a number of well-known brokerage companies, it became apparent to Tristan that Morgan Stanley’s technology platform and vast resources were the best place for his practice.
In 2015, Tristan paired with John Jay and moved the business to Newport, RI to raise a family. As the Portfolio Management Director for The Roberts Mouligné Group, Tristan oversees the investment side of the business as well as growing the practice. Tristan utilizes a strong local network of financial professionals, CPA's, and Estate planners, to assist clients.
The Roberts Mouligné Group’s partnership is strong and extends outside of the office where Tristan and John Jay often compete together in many sailing events throughout the season. He uses his love of sailing to give back by mentoring junior sailors and introducing them to the offshore side of the sport. He also enjoys downhill skiing and golf. However, his true passion is his family. He currently lives in Portsmouth, RI with his wife Kaitlyn and young sons, Theo and Henri. Tristan graduated from The College of Charleston in South Carolina and studied abroad at the Sorbonne in Paris. He is a member of the New York Yacht Club, Ida Lewis Yacht Club, and the Cruising Club of America.
In 2015, Tristan paired with John Jay and moved the business to Newport, RI to raise a family. As the Portfolio Management Director for The Roberts Mouligné Group, Tristan oversees the investment side of the business as well as growing the practice. Tristan utilizes a strong local network of financial professionals, CPA's, and Estate planners, to assist clients.
The Roberts Mouligné Group’s partnership is strong and extends outside of the office where Tristan and John Jay often compete together in many sailing events throughout the season. He uses his love of sailing to give back by mentoring junior sailors and introducing them to the offshore side of the sport. He also enjoys downhill skiing and golf. However, his true passion is his family. He currently lives in Portsmouth, RI with his wife Kaitlyn and young sons, Theo and Henri. Tristan graduated from The College of Charleston in South Carolina and studied abroad at the Sorbonne in Paris. He is a member of the New York Yacht Club, Ida Lewis Yacht Club, and the Cruising Club of America.
Securities Agent: OK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1731295
NMLS#: 1731295
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
284 Bellevue Ave
Newport, RI 02840
US
Direct:
(401) 845-3539(401) 845-3539
Toll-Free:
(800) 752-2678(800) 752-2678
Fax:
(617) 227-9070(617) 227-9070
Wealth Management
Global Investment Office
Portfolio Insights
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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
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)
