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Esteban Perez

Morgan Stanley

West Palm Beach, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-27
NY RA APPROVED 2021-04-27
CT RA APPROVED 2020-10-01
  • FL RA
    APPROVED
    Since 2026-01-27
  • NY RA
    APPROVED
    Since 2021-04-27
  • CT RA
    APPROVED
    Since 2020-10-01

Branch Locations

777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • 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 Palm Beach FL 07/2020 Present
Union College Schenectady NY 06/2016 06/2020
Tj Maxx New York NY 07/2017 08/2017
Union College Schenectady, Ny NY 09/2016 05/2020
Breault & Smith Llc Basking Ridge (Remote) NJ 01/2017 03/2020
  • 07/2020 → Present
    Morgan Stanley
    Palm Beach, FL
  • 06/2016 → 06/2020
    Union College
    Schenectady, NY
  • 07/2017 → 08/2017
    Tj Maxx
    New York, NY
  • 09/2016 → 05/2020
    Union College
    Schenectady, Ny, NY
  • 01/2017 → 03/2020
    Breault & Smith Llc
    Basking Ridge (Remote), NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-01
  • S66 Uniform Combined State Law Examination
    2020-10-01

View on SEC IAPD

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NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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