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Stacey Marisa Waite

Morgan Stanley

Rancho Sante Fe, CA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-11
  • CA RA
    APPROVED
    Since 2024-06-11

Branch Locations

6041 La Flecha Post Off Box 415, Rancho Sante Fe, CA 92067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Investors Distribution Company Irvine CA 10/2009 06/2021
Brighthouse Securities, Llc Incline Village NV 03/2017 06/2021
Prudential Insurance Company Of America Costa Mesa CA 06/2021 Present
Prudential Annuities Distributors Costa Mesa CA 06/2021 11/2022
Morgan Stanley Rancho Santa Fe CA 11/2022 Present
Morgan Stanley Private Bank, N.A New York NY 08/2026 Present
  • 10/2009 → 06/2021
    Metlife Investors Distribution Company
    Irvine, CA
  • 03/2017 → 06/2021
    Brighthouse Securities, Llc
    Incline Village, NV
  • 06/2021 → Present
    Prudential Insurance Company Of America
    Costa Mesa, CA
  • 06/2021 → 11/2022
    Prudential Annuities Distributors
    Costa Mesa, CA
  • 11/2022 → Present
    Morgan Stanley
    Rancho Santa Fe, CA
  • 08/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-10
S63 Uniform Securities Agent State Law Examination 2009-12-11
  • S66 Uniform Combined State Law Examination
    2024-06-10
  • S63 Uniform Securities Agent State Law Examination
    2009-12-11
Other Names
  • Stacey Marisa Waite
  • Stacey Castleton
  • Stacey Marisa Castleton

View on SEC IAPD

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Other Investors

VIRGINIA CHRISTIE LAWRENCE
DAVID JAN ROSS
STEPHANY DAWN HORN
Gabriel Louis Mendoza
Robert Emmett Kearney
KRISTIN CAROL NORBY
DANIEL PAUL MORILAK
Nicole Karen Choi

Other Offices

MORGAN STANLEY · RANCHO SANTA FE, CA
ESSENTIAL PARTNERS LLC · RANCHO SANTA FE,, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Rancho Santa Fe, CA
DARK HORSE ADVISORS LLC · Rancho Santa Fe, CA
LPL FINANCIAL LLC · RANCHO SANTA FE, CA
EAGLE STRATEGIES LLC · Rancho Santa Fe, CA
U.S. BANCORP ADVISORS, LLC · Rancho Santa Fe, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RANCHO SANTA FE, CA

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