Stocks and Securities

Please Note: Before initiating a stock transfer, please contact Development @marinesmemorial.org with the name of the company whose shares you are transferring as well as the name of the owner of the shares.

 

For Stock Donations, please contact the individuals at Morgan Stanley below:

 

Robert Ciapponi
Senior Vice President-Investments
Morgan Stanley Wealth Management
101 California Street, Suite 300
San Francisco, California 94111
Local: (415) 693-6077
Efax: (415) 578 9364
Robert.Ciapponi@MorganStanley.com

 

Or

 

Robert Koehler
101 California Street
San Francisco, CA 94111
Bus: +1 415 693-5856
E-mail: robert.koehler@morganstanley.com
Morgan Stanley Account info:
Morgan Stanley
DTC 0015
FBO Marines’ Memorial Association, EIN 94-1055967
Account #101-088117-060
FBO Marines’ Memorial Foundation, EIN 45-5261064
Account # 101-102441-060

Please contact Chelsea Leonard, Director of Development for additional information at (415) 673-6672 x248.