Best Investors Account Sign in

Gregory M Phelan

Morgan Stanley

Coral Gables, FL

CRD 3078352

Claim This Profile
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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-11
TX RA APPROVED 2020-08-20
AZ RA APPROVED 2020-07-20
  • FL RA
    APPROVED
    Since 2025-07-11
  • TX RA
    APPROVED
    Since 2020-08-20
  • AZ RA
    APPROVED
    Since 2020-07-20

Branch Locations

220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • 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 Smith Barney Llc Phoenix AZ 03/2020 07/2025
Wells Fargo Bank, N.A. Fort Lauderdale FL 03/2018 03/2020
Guaranteed Rate Portland OR 07/2017 02/2018
Wells Fargo Bank, N.A. Fort Lauderdale FL 07/2009 06/2017
Morgan Stanley Smith Barney Llc Coral Gables FL 07/2025 Present
  • 03/2020 → 07/2025
    Morgan Stanley Smith Barney Llc
    Phoenix, AZ
  • 03/2018 → 03/2020
    Wells Fargo Bank, N.A.
    Fort Lauderdale, FL
  • 07/2017 → 02/2018
    Guaranteed Rate
    Portland, OR
  • 07/2009 → 06/2017
    Wells Fargo Bank, N.A.
    Fort Lauderdale, FL
  • 07/2025 → Present
    Morgan Stanley Smith Barney Llc
    Coral Gables, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-18
S65 Uniform Investment Adviser Law Examination 1998-10-23
S63 Uniform Securities Agent State Law Examination 1998-09-02
  • S66 Uniform Combined State Law Examination
    2020-07-18
  • S65 Uniform Investment Adviser Law Examination
    1998-10-23
  • S63 Uniform Securities Agent State Law Examination
    1998-09-02
Other Names
  • Gregory Michael Phelan
  • Greg Phelan

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL

More in Coral Gables, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor