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Reese Daniel Vita

Morgan Stanley

Bradenton, FL

CRD 7145812

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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_RES 2024-06-28
FL RA APPROVED 2024-05-17
NY RA APPROVED 2021-04-27
CT RA APPROVED 2019-09-13
  • TX RA
    APPROVED_RES
    Since 2024-06-28
  • FL RA
    APPROVED
    Since 2024-05-17
  • NY RA
    APPROVED
    Since 2021-04-27
  • CT RA
    APPROVED
    Since 2019-09-13

Branch Locations

1401 Manatee Avenue West Suite 1110, Bradenton, FL 34205 • 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 Bradenton FL 07/2019 Present
Furman University Greenville SC 08/2015 04/2019
Skybridge Capital New York NY 06/2018 07/2018
Morgan Stanley Private Bank, N.A New York NY 05/2024 Present
  • 07/2019 → Present
    Morgan Stanley
    Bradenton, FL
  • 08/2015 → 04/2019
    Furman University
    Greenville, SC
  • 06/2018 → 07/2018
    Skybridge Capital
    New York, NY
  • 05/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-13
  • S66 Uniform Combined State Law Examination
    2019-09-13

View on SEC IAPD

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Nearby Investors

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Nearby Offices

PENINSULA ASSET MANAGEMENT INC · BRADENTON, FL
EDWARD JONES · Bradenton, FL
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BRADENTON, FL

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