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Cameron M Marcatos

Morgan Stanley

Tampa, FL

CRD 7123420

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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
TX RA APPROVED 2023-02-16
FL RA APPROVED 2022-10-21
  • TX RA
    APPROVED
    Since 2023-02-16
  • FL RA
    APPROVED
    Since 2022-10-21

Branch Locations

4890 West Kennedy Boulevard Suite 700, Tampa, FL 33609 • 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 Tampa FL 08/2022 Present
Florida Atlantic University Boca Raton FL 06/2018 05/2022
Clearwater Central Catholic Clearwater FL 08/2015 05/2018
Morgan Stanley Private Bank, N.A New York NY 10/2022 Present
  • 08/2022 → Present
    Morgan Stanley Smith Barney Llc
    Tampa, FL
  • 06/2018 → 05/2022
    Florida Atlantic University
    Boca Raton, FL
  • 08/2015 → 05/2018
    Clearwater Central Catholic
    Clearwater, FL
  • 10/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-20
  • S66 Uniform Combined State Law Examination
    2022-10-20
Other Names
  • Cameron Marcatos

View on SEC IAPD

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