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Margaret Ann Strausser

Morgan Stanley

Sarasota, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-15
FL RA APPROVED 2014-02-04
  • TX RA
    APPROVED_RES
    Since 2020-04-15
  • FL RA
    APPROVED
    Since 2014-02-04

Branch Locations

2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • 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 Sarasota FL 01/2014 Present
Previous Registrations
Other Businesses

* 478813 - Trust; Investment related -Yes; Sarasota, Florida; Successor Co-Ttee; 02/2022; During business hours: 0; After business hours: 1;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-30
  • S66 Uniform Combined State Law Examination
    2009-04-30
Other Names
  • Margaret Ann Herbert
  • Margaret Strausser

View on SEC IAPD

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Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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