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Turner Chatt Meek

Morgan Stanley

Tampa, FL

CRD 7327343

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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 2021-05-19
FL RA APPROVED 2021-05-18
  • TX RA
    APPROVED
    Since 2021-05-19
  • FL RA
    APPROVED
    Since 2021-05-18

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
Morgan Stanley Temple Terrace FL 03/2021 Present
Unemployed Tampa FL 01/2021 03/2021
Liberty National Globe Life Orlando FL 11/2020 01/2021
Unemployed Manchester CT 07/2020 11/2020
New Haven Country Club Hamden CT 12/2019 07/2020
Wianno Club Osterville MA 05/2017 12/2019
The Gasparilla Inn And Club Boca Grande FL 11/2017 05/2019
Full-Time Education Tallahassee FL 09/2012 05/2017
Morgan Stanley Private Bank, N.A New York NY 11/2024 Present
  • 03/2021 → Present
    Morgan Stanley
    Temple Terrace, FL
  • 01/2021 → 03/2021
    Unemployed
    Tampa, FL
  • 11/2020 → 01/2021
    Liberty National Globe Life
    Orlando, FL
  • 07/2020 → 11/2020
    Unemployed
    Manchester, CT
  • 12/2019 → 07/2020
    New Haven Country Club
    Hamden, CT
  • 05/2017 → 12/2019
    Wianno Club
    Osterville, MA
  • 11/2017 → 05/2019
    The Gasparilla Inn And Club
    Boca Grande, FL
  • 09/2012 → 05/2017
    Full-Time Education
    Tallahassee, FL
  • 11/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-17
  • S66 Uniform Combined State Law Examination
    2021-05-17

View on SEC IAPD

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