Michael Daniel Monteith

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-04-08
FL	RA	APPROVED	2012-01-03

TX RA
APPROVED_RES

Since 2020-04-08
FL RA
APPROVED

Since 2012-01-03

Branch Locations

832 Lake Sumter Landing, The Villages, FL 32162 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney	The Villages	FL	09/2011	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

09/2011 → Present

Morgan Stanley Smith Barney

The Villages, FL
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Other Businesses

1. *413505 - Trust; Investment related -Yes; Eustis, Florida; Trustee; 06/2013; During business hours: 1; After business hours: 0; 2. *416949 - Power of Attorney; Investment related -Yes; Eustis, Florida; Power of Attorney; 06/2013; During business hours: 2; After business hours: 0;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-12-29

S66 Uniform Combined State Law Examination

2011-12-29

View on SEC IAPD

Current Employers

Morgan Stanley

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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