Andrew Lee Sinclair

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

• 02/2015 → 03/2018
  Synovus Securities, Inc.
  Tampa, FL
• 02/2015 → 03/2018
  Synovus Bank
  Tampa, FL
• 09/2018 → 02/2020
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2018 → 02/2020
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 04/2018 → 09/2018
  Bank United
  Tampa, FL
• 01/2020 → 05/2025
  Wells Fargo Clearing Services
  Tampa, FL
• 01/2020 → 05/2025
  Wells Fargo Bank
  Tampa, FL
• 05/2025 → Present
  Morgan Stanley Smith Barney Llc
  Tampa, FL
• 06/2025 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2020-04-24 → 2025-05-28
  Wells Fargo Clearing Services, Llc
  Tarpon Springs, FL
  Tampa, FL
  Tampa, FL
• 2018-11-01 → 2020-03-02
  Cambridge Investment Research Advisors, Inc.
  Tampa, FL
• 2017-05-12 → 2018-03-28
  Synovus Securities, Inc.
  Tampa, FL
  Birmingham, AL
  Palm Harbor, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-04-11
• S63 Uniform Securities Agent State Law Examination
  1998-08-27

Other Names

• Andrew L Sinclair
• Andrew Lee Sinclair
• Andrew Sinclair