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Eric Jason Levy

Morgan Stanley

Plantation, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-03-21
TX RA APPROVED 2022-03-18
  • FL RA
    APPROVED
    Since 2022-03-21
  • TX RA
    APPROVED
    Since 2022-03-18

Branch Locations

1200 South Pine Island Road Suite 800, Plantation, FL 33324 • 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
Ubs Financial Services Inc. Ft. Lauderdale FL 09/2010 03/2022
Morgan Stanley Smith Barney Llc Plantation FL 03/2022 Present
Morgan Stanley Private Bank, N.A New York NY 03/2022 Present
  • 09/2010 → 03/2022
    Ubs Financial Services Inc.
    Ft. Lauderdale, FL
  • 03/2022 → Present
    Morgan Stanley Smith Barney Llc
    Plantation, FL
  • 03/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2010-10-07 → 2022-03-29
    Ubs Financial Services Inc.
    Ft. Lauderdale, FL
  • 2009-06-01 → 2010-10-06
    Morgan Stanley
    Plantation, FL
    Plantation, FL
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Ft. Lauderdale, FL
    Plantation, FL
  • 2003-05-09 → 2007-04-02
    Morgan Stanley Dw Inc.
    Ft. Lauderdale, FL
    Ft.LAuderdal, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-06
  • S66 Uniform Combined State Law Examination
    2003-05-06
Designations
Other Names
  • Eric Levy
  • Eric Jason Levy
  • Eric J. Jason Levy

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Plantation, FL
EDELMAN FINANCIAL ENGINES · PLANTATION, FL
TOBIAS FINANCIAL ADVISORS · PLANTATION, FL
KINGSVIEW WEALTH MANAGEMENT, LLC · PLANTATION, FL
MML INVESTORS SERVICES, LLC · PLANTATION, FL
OSAIC ADVISORY SERVICES, LLC · Plantation, FL
STERLING WEALTH ADVISORS, INC. · PLANTATION, FL
FARTHER · Plantation, FL

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