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Annalee Beharie

Morgan Stanley

Baltimore, MD

CRD 7337025

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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
MD RA APPROVED 2026-02-09
TX RA APPROVED 2026-02-09
  • MD RA
    APPROVED
    Since 2026-02-09
  • TX RA
    APPROVED
    Since 2026-02-09

Branch Locations

1300 Thames Street Thames Street Wharf, Baltimore, MD 21231 • 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
Jpmorgan Chase Bank, N.A. Neptune NJ 10/2012 11/2025
J.P. Morgan Securities Llc Neptune NJ 02/2021 11/2025
Morgan Stanley Baltimore MD 11/2025 Present
  • 10/2012 → 11/2025
    Jpmorgan Chase Bank, N.A.
    Neptune, NJ
  • 02/2021 → 11/2025
    J.P. Morgan Securities Llc
    Neptune, NJ
  • 11/2025 → Present
    Morgan Stanley
    Baltimore, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-09
S63 Uniform Securities Agent State Law Examination 2021-03-26
  • S66 Uniform Combined State Law Examination
    2026-02-09
  • S63 Uniform Securities Agent State Law Examination
    2021-03-26
Other Names
  • Annalee Sonia Hinds
  • Annalee Beharie
  • Annalee Sonia Beharie

View on SEC IAPD

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