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Tate A Illers

Morgan Stanley

Purchase, NY

CRD 7373563

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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
CT RA APPROVED 2024-05-29
TX RA APPROVED 2022-07-08
NY RA APPROVED 2022-05-02
  • CT RA
    APPROVED
    Since 2024-05-29
  • TX RA
    APPROVED
    Since 2022-07-08
  • NY RA
    APPROVED
    Since 2022-05-02

Branch Locations

2000 Westchester Avenue 1Nc, Purchase, NY 10577 • 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 Smith Barney Llc Purchase NY 01/2022 Present
Fordham University Bronx NY 10/2019 09/2021
Shoprite Scarsdale NY 05/2019 10/2019
Macy's Yonkers NY 09/2018 01/2019
Display Technologies Llc. Lake Success NY 06/2017 08/2017
Iona Preparatory New Rochelle NY 09/2013 05/2017
Bentley University Waltham MA 08/2017 05/2018
Westchester Community College Valhalla NY 08/2018 05/2019
Fordham University Bronx NY 08/2019 12/2021
Morgan Stanley Private Bank, N.A New York NY 11/2022 Present
  • 01/2022 → Present
    Morgan Stanley Smith Barney Llc
    Purchase, NY
  • 10/2019 → 09/2021
    Fordham University
    Bronx, NY
  • 05/2019 → 10/2019
    Shoprite
    Scarsdale, NY
  • 09/2018 → 01/2019
    Macy's
    Yonkers, NY
  • 06/2017 → 08/2017
    Display Technologies Llc.
    Lake Success, NY
  • 09/2013 → 05/2017
    Iona Preparatory
    New Rochelle, NY
  • 08/2017 → 05/2018
    Bentley University
    Waltham, MA
  • 08/2018 → 05/2019
    Westchester Community College
    Valhalla, NY
  • 08/2019 → 12/2021
    Fordham University
    Bronx, NY
  • 11/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-02
  • S66 Uniform Combined State Law Examination
    2022-05-02

View on SEC IAPD

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