Jeffrey Michael Brady

CRD 7293138

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2021-11-19
FL	RA	APPROVED	2021-08-06

TX RA
APPROVED

Since 2021-11-19
FL RA
APPROVED

Since 2021-08-06

Branch Locations

8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • 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
Morgan Stanley	Naples	FL	09/2020	08/2021
Arthrex	Naples	FL	08/2013	08/2021
Morgan Stanley	Naples	FL	08/2021	Present
Morgan Stanley Private Bank, N.A	New York	NY	09/2021	Present

09/2020 → 08/2021

Morgan Stanley

Naples, FL
08/2013 → 08/2021

Arthrex

Naples, FL
08/2021 → Present

Morgan Stanley

Naples, FL
09/2021 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-30

S66 Uniform Combined State Law Examination

2021-06-30

View on SEC IAPD

Nearby Firms

TRUIST ADVISORY SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

Nearby Investors

JENNIFER ERNA MCMANUS

Nearby Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL

WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL

More in Naples, FL

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