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Michael Joseph Idy

Morgan Stanley

West Palm Beach, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-09-21
TX RA APPROVED 2020-08-28
  • FL RA
    APPROVED
    Since 2020-09-21
  • TX RA
    APPROVED
    Since 2020-08-28

Branch Locations

777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • 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. Palm Beach FL 03/2011 04/2018
Ubs Financial Services Inc. West Palm Beach FL 04/2018 08/2020
Morgan Stanley Smith Barney Llc West Palm Beach FL 08/2020 Present
Morgan Stanley Private Bank, N.A New York NY 09/2020 Present
  • 03/2011 → 04/2018
    Ubs Financial Services Inc.
    Palm Beach, FL
  • 04/2018 → 08/2020
    Ubs Financial Services Inc.
    West Palm Beach, FL
  • 08/2020 → Present
    Morgan Stanley Smith Barney Llc
    West Palm Beach, FL
  • 09/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

* 411190 - Trust; Investment related Yes; Palm beach, FL; Feb 2012; During business hours: 0; After business hours: 01.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-09
  • S66 Uniform Combined State Law Examination
    2011-05-09
Other Names
  • Michael Idy

View on SEC IAPD

Other Firms

CLEARSKY ADVISORS LLC
MYRIAD ASSET MANAGEMENT ADVISORS LLC
TCG STRATEGIC INCOME ADVISOR LLC
SUNRISE MANAGER LLC
SRT GROUP LLC
UBS FINANCIAL SERVICES INC.
CIBC PRIVATE WEALTH ADVISORS, INC.
CRESSET ASSET MANAGEMENT, LLC

Other Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST
RYAN JOSEPH MCGOVERN
WAYNE JULIUS SAFRO
GEORGE S MAYER
SCOTT BERNARD ARENTSEN
NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

More in West Palm Beach, FL

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