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Eric A Reid

Morgan Stanley

Tampa, FL

CRD 7232878

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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
TX RA APPROVED 2022-07-18
FL RA APPROVED 2022-05-26
  • TX RA
    APPROVED
    Since 2022-07-18
  • FL RA
    APPROVED
    Since 2022-05-26

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • 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
Florida Financial Advisors Tampa FL 10/2021 01/2022
Sunshine Valet Llc Tampa FL 09/2019 03/2022
The University Of Tampa Tampa FL 08/2018 05/2021
The Laundry Basket Llc Port Saint Joe FL 05/2015 08/2021
Rutherford High School Springfield FL 08/2014 05/2018
Blackjack Pizza Llc Tampa FL 08/2020 10/2020
Morgan Stanley Temple Terrace FL 04/2022 Present
Morgan Stanley Private Bank, N.A New York NY 11/2023 Present
  • 10/2021 → 01/2022
    Florida Financial Advisors
    Tampa, FL
  • 09/2019 → 03/2022
    Sunshine Valet Llc
    Tampa, FL
  • 08/2018 → 05/2021
    The University Of Tampa
    Tampa, FL
  • 05/2015 → 08/2021
    The Laundry Basket Llc
    Port Saint Joe, FL
  • 08/2014 → 05/2018
    Rutherford High School
    Springfield, FL
  • 08/2020 → 10/2020
    Blackjack Pizza Llc
    Tampa, FL
  • 04/2022 → Present
    Temple Terrace, FL
  • 11/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-11
S65 Uniform Investment Adviser Law Examination 2021-10-06
  • S66 Uniform Combined State Law Examination
    2022-06-11
  • S65 Uniform Investment Adviser Law Examination
    2021-10-06
Other Names
  • Eric Adam Reid

View on SEC IAPD

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