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Reid A Poltun

Morgan Stanley

Tampa, FL

CRD 7027153

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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
FL RA APPROVED 2024-08-06
TX RA APPROVED 2024-08-02
  • FL RA
    APPROVED
    Since 2024-08-06
  • TX RA
    APPROVED
    Since 2024-08-02

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 09/2023 Present
Leonardo Drs Melbourne FL 03/2020 12/2022
Ubs Financial Services Melbourne FL 10/2018 03/2020
Indialantic Tutoring Indialantic FL 08/2015 04/2022
Unemployed Tampa FL 01/2023 08/2023
Full Time Education Tallahassee FL 08/2014 05/2018
Unemployed Indialantic FL 06/2018 09/2018
  • 09/2023 → Present
    Morgan Stanley
    Temple Terrace, FL
  • 03/2020 → 12/2022
    Leonardo Drs
    Melbourne, FL
  • 10/2018 → 03/2020
    Ubs Financial Services
    Melbourne, FL
  • 08/2015 → 04/2022
    Indialantic Tutoring
    Indialantic, FL
  • 01/2023 → 08/2023
    Unemployed
    Tampa, FL
  • 08/2014 → 05/2018
    Full Time Education
    Tallahassee, FL
  • 06/2018 → 09/2018
    Unemployed
    Indialantic, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-29
S63 Uniform Securities Agent State Law Examination 2023-11-29
  • S66 Uniform Combined State Law Examination
    2024-07-29
  • S63 Uniform Securities Agent State Law Examination
    2023-11-29
Other Names
  • Reid Alexander Poltun

View on SEC IAPD

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