Best Investors Account Sign in

Grace D Correll

Morgan Stanley

Palm City, FL

Stuart, FL

CRD 6664150

Claim This Profile
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 2024-01-10
FL RA APPROVED 2023-10-12
  • TX RA
    APPROVED
    Since 2024-01-10
  • FL RA
    APPROVED
    Since 2023-10-12

Branch Locations

Palm City, FL • United States

729 South West Federal Highway Suite 300, Stuart, FL 34994 • 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 Stuart FL 08/2023 Present
Bloomberg Lp New York NY 09/2018 08/2023
Unemployed 86 Twilight Rd NJ 06/2018 08/2018
Full Time Student Bethlehem PA 08/2014 05/2018
Morgan Stanley Private Bank, N.A New York NY 11/2023 Present
  • 08/2023 → Present
    Morgan Stanley
    Stuart, FL
  • 09/2018 → 08/2023
    Bloomberg Lp
    New York, NY
  • 06/2018 → 08/2018
    Unemployed
    86 Twilight Rd, NJ
  • 08/2014 → 05/2018
    Full Time Student
    Bethlehem, PA
  • 11/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-02
  • S66 Uniform Combined State Law Examination
    2023-10-02
Other Names
  • Grace Daly Correll

View on SEC IAPD

Nearby Firms

WALEN FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Nearby Investors

ALEX GARRETT ASH
Christine Ann Krygielski
BRADLEY DAVID ROBERTS

Nearby Offices

WALEN FINANCIAL GROUP, LLC · TOLEDO, OH
LPL FINANCIAL LLC · TOLEDO, OH
OSAIC WEALTH, INC. · TOLEDO, OH

More in Palm City, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor