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Sydney G Koletic

Morgan Stanley

Miami, FL

New York, NY

CRD 6641428

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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
NY RA APPROVED 2021-04-27
TX RA APPROVED 2021-01-07
FL RA APPROVED 2020-12-11
CT RA APPROVED 2020-12-10
  • NY RA
    APPROVED
    Since 2021-04-27
  • TX RA
    APPROVED
    Since 2021-01-07
  • FL RA
    APPROVED
    Since 2020-12-11
  • CT RA
    APPROVED
    Since 2020-12-10

Branch Locations

200 S. Biscayne Blvd., Miami, FL 33131 • United States

55 East 52Nd Street 28Th Floor, New York, NY 10055 • 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 New York NY 08/2017 03/2020
Rutledge Ecenia, P.A. Tallahassee FL 08/2016 05/2017
Florida State Univeristy Tallahassee FL 08/2013 05/2017
Unemployed Harrison NJ 05/2017 08/2017
Morgan Stanley Miami FL 06/2020 Present
Royal Caribbean Cruise Lines Miami FL 03/2020 04/2020
  • 08/2017 → 03/2020
    Morgan Stanley
    New York, NY
  • 08/2016 → 05/2017
    Rutledge Ecenia, P.A.
    Tallahassee, FL
  • 08/2013 → 05/2017
    Florida State Univeristy
    Tallahassee, FL
  • 05/2017 → 08/2017
    Unemployed
    Harrison, NJ
  • 06/2020 → Present
    Morgan Stanley
    Miami, FL
  • 03/2020 → 04/2020
    Royal Caribbean Cruise Lines
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-10
S63 Uniform Securities Agent State Law Examination 2020-10-15
  • S65 Uniform Investment Adviser Law Examination
    2020-12-10
  • S63 Uniform Securities Agent State Law Examination
    2020-10-15
Other Names
  • Sydney Gilbert

View on SEC IAPD

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