Stacey A Beatey

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

• 04/2015 → Present
  Morgan Stanley
  Dallas, TX

Previous Registrations

• 2011-03-28 → 2015-04-09
  Barclays Capital Inc.
  Dallas, TX
• 2015-03-20 → 2015-03-30
  Morgan Stanley
  Dallas, TX
• 2010-12-06 → 2011-03-30
  Wells Fargo Clearing Services, Llc
  Dallas, TX
• 2009-01-21 → 2010-11-23
  Barclays Capital Inc.
  Dallas, TX
• 2007-06-18 → 2008-10-15
  Lehman Brothers Inc.
  New York, NY
  Dallas, TX
• 2004-03-08 → 2007-06-15
  Charles Schwab & Co., Inc.
  Dallas, TX
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2004-03-02
• S63 Uniform Securities Agent State Law Examination
  1998-11-24

Other Names

• Stacey Ann Buchanan
• Stacey Ann Buchanan
• Stacey Ann Beatey
• Stacey A Buchanan