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Julie Ann Clairmont Shide

Morgan Stanley

Boca Raton, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-23
FL RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-04-23
  • FL RA
    APPROVED
    Since 2009-06-01

Branch Locations

595 South Federal Highway Suite 400, Boca Raton, FL 33432 • 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
Morgan Stanley & Co., Incorporated Boca Raton FL 04/2007 Present
Morgan Stanley Smith Barney Boca Raton FL 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 04/2007 → Present
    Morgan Stanley & Co., Incorporated
    Boca Raton, FL
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Boca Raton, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Boca Raton, FL
  • 2006-12-05 → 2007-04-02
    Morgan Stanley Dw Inc.
    Boca Raton, FL
  • 2000-06-30 → 2006-12-08
    Boca Raton, FL
    Boca Raton, FL
Other Businesses

1. Cash-rented irrigated farm land/Rental Property; Not Investment related; Grand Forks , North Dakota; Rental Property/The corporate farming tenant pays cash rent; co-trustee/co-owner (proprietor, partner, officer, director, employee, trustee, agent); May 2017; During business hours: 0; After business hours: 0; Cash-rented irrigated farm land/Rental Property, The corporate farming tenant pays cash rent once a year, will spend 1 hour per year on this activity. *383548 - Fredrickann, LLC; Investment related: Yes; Boca Raton, Florida; It is an LLC that holds farm land, investment accounts, condo that is used for both for visitng for family members and rentals. ; Partner (proprietor, partner, officer, director, employee, trustee, agent); 10/2019; During business hours: 0; After business hours: 2; Administrative *412712 - Power of Attorney; Investment related Yes; Deerfield Beach, FL; Aug 2030; During business hours: 0; After business hours: 1.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-02-25
S63 Uniform Securities Agent State Law Examination 1996-10-21
  • S65 Uniform Investment Adviser Law Examination
    1997-02-25
  • S63 Uniform Securities Agent State Law Examination
    1996-10-21
Other Names
  • Julie Clairmontshide
  • Julie Shide
  • Julie Clairmont
  • Julie Ann Clairmontshide
  • Julie A Shide

View on SEC IAPD

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