Colleen Clare Weaver

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-05-09
GA	RA	APPROVED	2019-05-08

TX RA
APPROVED_RES

Since 2019-05-09
GA RA
APPROVED

Since 2019-05-08

Branch Locations

3280 Peachtree Road North East Suite1600, Atlanta, GA 30305 • 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
Suntrust Investment Services, Inc	Atlanta	GA	06/2016	04/2019
Morgan Stanley	Atlanta	GA	04/2019	Present
Morgan Stanley Private Bank, N.A	New York	NY	03/2025	Present

06/2016 → 04/2019

Suntrust Investment Services, Inc

Atlanta, GA
04/2019 → Present

Morgan Stanley

Atlanta, GA
03/2025 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2016-07-13 → 2019-04-09

Truist Advisory Services, Inc.

Atlanta, GA

Atlanta, GA

Atlanta, GA
2016-06-20 → 2016-12-31

Truist Investment Services, Inc.

Atlanta, GA

Atlanta, GA

Columbia, MD
2014-10-21 → 2016-06-22

Rbc Capital Markets, Llc

Atlanta, GA
2014-01-27 → 2014-10-09

Next Financial Group, Inc.

Atlanta, GA

Other Businesses

1.*373056 - DLB Management, LLC; Investment related; Real Estate Investment; Owner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2018; During business hours: 0; After business hours: 20. 2. *379981 - 001 Manitoba; Investment related Yes; Atlanta, GA; Rental Property; Owner (proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: 0; After business hours: 2 *381191 - MiniBear Properties LLC; Investment related - Yes; Atlanta, Georgia; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2019; During business hours: 0; After business hours: 1; Administrative *587293- Real Estate; Investment related: Yes; Atlanta, Georgia; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 0; After business hours: 1; Property Management *605887 - Rental property; Investment related: Yes; Smyrna, Georgia; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 8/2024; During business hours: 0; After business hours: 5; Administrative:Accounting/Bookkeeping:Property Management