Muhammed Syed

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 06/2021
  Raymond James And Associates, Inc.
  Tampa, FL
• 11/2017 → 10/2018
  Department Of Defense
  Washington, DC
• 10/2018 → 04/2020
  Investres
  Tampa, FL
• 05/2014 → 11/2017
  The Claremont Institute
  Upland, CA
• 04/2020 → 01/2021
  Unemployed
  Tampa, FL
• 09/2011 → 07/2021
  Claremont Graduate University
  Claremont, CA
• 11/2021 → Present
  Morgan Stanley Smith Barney Llc
  Tampa, FL
• 07/2021 → 11/2021
  Unemployed
  Tampa, FL
• 10/2022 → 09/2023
  E*Trade Securities Llc
  Temple Terrace, FL
• 05/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-01-03

Other Names

• Mo Syed