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Beth Ann Mahanger

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 2024-02-02
FL RA APPROVED 2024-01-12
NY RA APPROVED 2021-06-16
NH RA APPROVED 2019-09-10
  • TX RA
    APPROVED
    Since 2024-02-02
  • FL RA
    APPROVED
    Since 2024-01-12
  • NY RA
    APPROVED
    Since 2021-06-16
  • NH RA
    APPROVED
    Since 2019-09-10

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 Boca Raton FL 05/2014 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 05/2014 → Present
    Boca Raton, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Other Businesses

1. TRUSTEE FOR BROTHERS REVOCABLE TRUST,DANIEL MAHANGER, CO TRUSTEE WITH MOTHER, 2000, NO HRS PER MTH. 2. BEETNPATH, LLC. OUTSIDE PASSIVE INVESTMENT. $25,000. PRIVATE ENTITY. INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-09
S63 Uniform Securities Agent State Law Examination 1996-12-12
  • S65 Uniform Investment Adviser Law Examination
    2014-07-09
  • S63 Uniform Securities Agent State Law Examination
    1996-12-12
Designations
Other Names
  • Beth Ann Prudence
  • Beth Ann Mahanger
  • Beth Ann Mahanger
  • Beth Ann Holmes

View on SEC IAPD

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