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Calvin Michael Tannenbaum

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 2017-12-20
FL RA APPROVED 2017-12-11
NJ RA APPROVED 2017-12-08
  • TX RA
    APPROVED
    Since 2017-12-20
  • FL RA
    APPROVED
    Since 2017-12-11
  • NJ RA
    APPROVED
    Since 2017-12-08

Branch Locations

4855 Technology Way Suite 600, Boca Raton, FL 33431 • 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 New York NY 06/2009 12/2017
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
Morgan Stanley Boca Raton FL 12/2017 Present
  • 06/2009 → 12/2017
    Morgan Stanley
    New York, NY
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 12/2017 → Present
    Morgan Stanley
    Boca Raton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-06
S66 Uniform Combined State Law Examination 2003-04-11
  • S65 Uniform Investment Adviser Law Examination
    2017-12-06
  • S66 Uniform Combined State Law Examination
    2003-04-11
Other Names
  • Calvin Tannenbaum

View on SEC IAPD

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ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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