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Michele Lisa Custer

Morgan Stanley

Sarasota, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-03
TX RA APPROVED 2022-12-22
  • FL RA
    APPROVED
    Since 2023-01-03
  • TX RA
    APPROVED
    Since 2022-12-22

Branch Locations

2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • 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
Comerica Securities Boca Raton FL 08/2007 12/2016
Comerica Bank Boca Raton FL 07/2007 12/2016
Wells Fargo Clearing Services, Llc Lakewood Ranch FL 12/2016 12/2022
Morgan Stanley Sarasota FL 12/2022 Present
Previous Registrations
  • 2017-01-13 → 2022-12-16
    Wells Fargo Clearing Services, Llc
    Lakewood Ranch, FL
    Sarasota, FL
  • 2007-10-17 → 2017-01-10
    Comerica Securities
    Ft. Lauderdale, FL
    Sarasota, FL
    Detroit, MI
    Boca Raton, FL
  • 2005-03-17 → 2007-07-20
    Gunnallen Financial, Inc
    Sarasota, FL
    Sarasota, FL
  • 2000-10-24 → 2004-04-22
    Ubs Financial Services Inc.
    Sarasota, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-08-27
  • S66 Uniform Combined State Law Examination
    2002-08-27
Other Names
  • Michele Lisa Mccool

View on SEC IAPD

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RICHARD MANANSALA MANANKIL
CHRISTOPHER D'ANDREA
LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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