Ronald Charles Reno Simpson

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

• 05/2008 → 06/2020
  Ubs Financial Services Inc.
  West Palm Beach, FL
• 06/2020 → Present
  Morgan Stanley Smith Barney Llc
  West Palm Beach, FL
• 08/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2008-05-23 → 2020-07-06
  Ubs Financial Services Inc.
  West Palm Beach, FL
• 2007-04-02 → 2008-05-27
  Morgan Stanley & Co. Llc
  W. Palm Beach, FL
• 2001-06-19 → 2007-04-02
  Morgan Stanley Dw Inc.
  Wst. Plm Bch, FL
  W. Palm Beach, FL

Other Businesses

1. *403457 - RONNIE C. SIMPSON, LLC.; Investment related Yes; West Palm Beach, FL; Investment/Finance/Banking, Technology; Owner / Sole Member (proprietor, partner, officer, director, employee, trustee, agent); Jan 2009; During business hours: 2; After business hours: 0; Investment Decisions/Advice. 2. *535752 - Solomon Institute Inc.; Investment related No; Palm Beach, Florida; Children/Youth, Civic/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2023 ; During business hours: 0; After business hours: 3; Business Development/Growth

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-11-14
• S65 Uniform Investment Adviser Law Examination
  2001-10-25

Other Names

• Ronald Charles Reno - Simpson
• Ronnie Charles Simpson