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Edward A Roberts

Morgan Stanley

Scottsdale, AZ

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-06-15
TX RA APPROVED 2021-06-04
  • AZ RA
    APPROVED
    Since 2021-06-15
  • TX RA
    APPROVED
    Since 2021-06-04

Branch Locations

14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sun City AZ 08/2007 06/2021
Bank Of America, N.A. Sun City AZ 05/2011 06/2021
Morgan Stanley Smith Barney Llc Phoenix AZ 06/2021 Present
Morgan Stanley Private Bank, N.A New York NY 07/2021 Present
  • 08/2007 → 06/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Sun City, AZ
  • 05/2011 → 06/2021
    Bank Of America, N.A.
    Sun City, AZ
  • 06/2021 → Present
    Morgan Stanley Smith Barney Llc
    Phoenix, AZ
  • 07/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-14
  • S66 Uniform Combined State Law Examination
    2007-11-14
Designations
Other Names
  • Edward Aaron Roberts

View on SEC IAPD

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