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Trudy Marie Gayle

Morgan Stanley

Boca Raton, FL

CRD 4156319

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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 2025-06-13
FL RA APPROVED 2025-04-07
  • TX RA
    APPROVED
    Since 2025-06-13
  • FL RA
    APPROVED
    Since 2025-04-07

Branch Locations

1801 North Military Trail Suite 300, Boca Raton, FL 33431 • 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 Boca Raton FL 12/1999 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-05
  • S66 Uniform Combined State Law Examination
    2025-04-05
Other Names
  • Trudy Marie Cameron

View on SEC IAPD

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