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Tammy L Weston

Morgan Stanley

Portland, ME

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-10
ME RA APPROVED 2016-08-23
  • TX RA
    APPROVED
    Since 2025-01-10
  • ME RA
    APPROVED
    Since 2016-08-23

Branch Locations

100 Middle Street 3Rd Floor, Portland, ME 04101 • 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 Portland ME 08/2016 Present
Morgan Stanley Private Bank, N.A. New York NY 10/2016 Present
  • 08/2016 → Present
    Morgan Stanley
    Portland, ME
  • 10/2016 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2010-07-23 → 2016-09-14
    Ubs Financial Services Inc.
    Portland, ME
  • 2003-10-29 → 2007-02-16
    Keybanc Capital Markets Inc.
    Portland, ME
    Cleveland, OH
    Auburn, ME
Other Businesses

*539974 - Trust; Investment related: Yes; Scarborough, Maine; Trust; Trustee/Co-Trustee; 02/2023; During business hours: 1; After business hours: 9;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-28
  • S66 Uniform Combined State Law Examination
    2003-10-28
Designations
Other Names
  • Tammy Lynn Martin
  • Tammy Lynn Martin Weston

View on SEC IAPD

Other Firms

PORTLAND FINANCIAL PLANNING GROUP
J.P. MORGAN SECURITIES LLC
GREAT DIAMOND PARTNERS, LLC
HARBOR INVESTMENT ADVISORS
BIGELOW INVESTMENT ADVISORS, LLC
MASCOMA WEALTH MANAGEMENT
MAINE SECURITIES CORPORATION
PENOBSCOT FINANCIAL ADVISORS

Other Investors

BRIAN LUTHER DIETZ
William Emmet
JOHN MARSHALL PIPER
HELEN ELIZABETH ANDREOLI
WYATT ANDREOLI
STEPHEN DANIEL POULOS
JOSEPH WILLIAM POWERS
LISA SUSAN DEMERS

Other Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MASCOMA WEALTH MANAGEMENT · Portland, ME

More in Portland, ME

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