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Max Consoni

Morgan Stanley

Tampa, FL

CRD 7981173

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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 2025-10-09
TX RA APPROVED 2025-10-08
  • FL RA
    APPROVED
    Since 2025-10-09
  • TX RA
    APPROVED
    Since 2025-10-08

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 Tampa FL 09/2024 Present
401K Generation Altamonte Springs FL 05/2023 08/2023
Pacific Sunwear Saint Petersburg FL 06/2018 02/2020
Doordash Saint Petersburg FL 04/2020 08/2023
Shorecrest Preparatory School Saint Petersburg FL 08/2013 05/2020
University Of Central Florida Saint Petersburg FL 08/2020 05/2024
Unemployed Saint Petersburg FL 05/2024 09/2024
  • 09/2024 → Present
    Morgan Stanley
    Tampa, FL
  • 05/2023 → 08/2023
    401K Generation
    Altamonte Springs, FL
  • 06/2018 → 02/2020
    Pacific Sunwear
    Saint Petersburg, FL
  • 04/2020 → 08/2023
    Doordash
    Saint Petersburg, FL
  • 08/2013 → 05/2020
    Shorecrest Preparatory School
    Saint Petersburg, FL
  • 08/2020 → 05/2024
    University Of Central Florida
    Saint Petersburg, FL
  • 05/2024 → 09/2024
    Unemployed
    Saint Petersburg, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-08
S63 Uniform Securities Agent State Law Examination 2025-01-09
  • S66 Uniform Combined State Law Examination
    2025-10-08
  • S63 Uniform Securities Agent State Law Examination
    2025-01-09

View on SEC IAPD

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