Tatiana Frost Purdy

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 04/2018
  Invest Financial Corporation
  Tampa, FL
• 04/2018 → Present
  Morgan Stanley
  Tampa, FL
• 09/2022 → 09/2023
  E*Trade Securities, Llc
  Tampa, FL

Previous Registrations

• 2014-02-14 → 2018-04-24
  Invest Financial Corporation
  Appleton, WI
  Tallahassee, FL
  Freehold, NJ
  Paris, TN
  Palm Beach Gardens, FL
  Jefferson City, MO
• 2009-03-06 → 2014-01-29
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 2008-05-12 → 2009-10-13
  Raymond James Financial Services, Inc.
  St Petersburg, FL
  St. Petersburg, FL

Other Businesses

*612259 - Dream Travel; Investment related: Yes; Tampa, Florida; Travel Agent; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2024; During business hours: 0; After business hours: 10; Certified Travel Agent

Exams

• S66 Uniform Combined State Law Examination
  2008-05-03

Other Names

• Tania Frost Purdy