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Morgan Stanley Private Bank CD Investment

City of La Puente logoCity of La Puente
Disclosed value
$244,000 (face value)
From report
Document date
Aug 31, 2025
Term
03/17/23 – 03/23/28
Renews
Free account

The 30-second brief

What it covers

The City invested $244,000 in a negotiable certificate of deposit with Morgan Stanley Private Bank at 4.90% interest through Stifel. The CD matures March 23, 2028.

Who holds it

Morgan Stanley Private Bank holds this financial services contract with City of La Puente. Its other public contracts on record include work for Burnet Consolidated ISD and City of Laguna Woods.

What happens next

The renewal date is on record. A free account shows it, with the renewals for every City of La Puente contract.

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Contract details

Contract type
Financial Services
Amount
$244,000 (face value)
Document date
August 31, 2025
Term
03/17/23 – 03/23/28
Renews
Free account
Vendor
Morgan Stanley Private Bank
Agency
City of La Puente
Source document
city-of-la-puente-cash-and-investment-report-august-31-2025_de5.pdf (Report)

Morgan Stanley Private Bank's other public contracts

Burnet Consolidated ISD, TexasMorgan Stanley Private Bank CD Held · Sep 30, 2026$115KCity of Laguna Woods, CaliforniaLaguna Woods Holds Morgan Stanley Private Bank CD · Sep 29, 2026$245KLive Oak County, TexasCounty Reports Morgan Stanley Private Bank Investment · Aug 31, 2026City of Hermosa Beach, CaliforniaMorgan Stanley Private Bank CD In City Portfolio · May 1, 2026$244KChino Valley Independent Fire District, CaliforniaFire District Holds Morgan Stanley Private Certificate · Mar 11, 2026$244KAll Morgan Stanley Private Bank contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of La Puente?

Morgan Stanley Private Bank was awarded this financial services contract by City of La Puente, as recorded on August 31, 2025. The contract value is $244,000 (face value).

How much is the Morgan Stanley Private Bank contract with City of La Puente worth?

The Morgan Stanley Private Bank contract with City of La Puente is valued at $244,000 (face value), covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in city-of-la-puente-cash-and-investment-report-august-31-2025_de5.pdf (Report), dated August 31, 2025 from City of La Puente. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Morgan Stanley Private Bank hold?

Morgan Stanley Private Bank may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is City of La Puente currently buying?

Explore City of La Puente's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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