Best Investors Account Sign in
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-06-22
TX RA APPROVED_RES 2014-02-12
DC RA APPROVED 2009-06-01
  • MD RA
    APPROVED
    Since 2026-06-22
  • TX RA
    APPROVED_RES
    Since 2014-02-12
  • DC RA
    APPROVED
    Since 2009-06-01

Branch Locations

1747 Pennsylvania Ave Nw Suite 900, Washington, DC 20006 • United States

Bethesda, MD • 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
Citigroup Global Markets Inc. Washington DC 02/2006 Present
Morgan Stanley Smith Barney Washington DC 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 02/2006 → Present
    Washington, DC
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Washington, DC
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2006-02-21 → 2009-06-01
    Washington, DC
    New York, NY
    Washington, DC
  • 1999-03-08 → 2006-02-21
    Legg Mason Wood Walker, Incorporated
    Washington, DC
Other Businesses

1. Self-published book; Investment related-No; The subject material is personal in nature; Author(proprietor, partner, officer, director, employee, trustee, agent); Dec 2017; During business hours: 0; After business hours: 0; It is anticipated that the final book would be available for sale. 2.Argentine tango hobby; Investment related: No; dancer(proprietor, partner, officer, director, employee, trustee, agent); Jan 2019;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-01-12
S63 Uniform Securities Agent State Law Examination 1998-10-13
  • S65 Uniform Investment Adviser Law Examination
    1999-01-12
  • S63 Uniform Securities Agent State Law Examination
    1998-10-13
Other Names
  • Ted Berry

View on SEC IAPD

More in Washington, DC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor