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Bonita L Yetter

Morgan Stanley

Hagerstown, MD

CRD 5465945

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-04-27
MD RA APPROVED 2021-04-21
  • TX RA
    APPROVED_RES
    Since 2021-04-27
  • MD RA
    APPROVED
    Since 2021-04-21

Branch Locations

1185 Imperial Drive Suite 102, Hagerstown, MD 21740 • 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
Rbc Capital Markets, Llc. Chevy Chase MD 03/2009 03/2021
Morgan Stanley Hagerstown MD 04/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-02
S63 Uniform Securities Agent State Law Examination 2010-02-16
  • S65 Uniform Investment Adviser Law Examination
    2016-03-02
  • S63 Uniform Securities Agent State Law Examination
    2010-02-16
Other Names
  • Bonita Lynn House
  • Bonnie Lynn House
  • Bonita Lynn Burnett
  • Bonnie Lynn Burnett
  • Bonita L Yetter
  • Bonnie Yetter
  • Bonita Lynn Yetter

View on SEC IAPD

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