David J Cooney

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

Authority	Category	Status	Date
FL	RA	APPROVED	2026-05-11
TX	RA	APPROVED	2026-05-08

FL RA
APPROVED

Since 2026-05-11
TX RA
APPROVED

Since 2026-05-08

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

Organization	City	State	From	To
Morgan Stanley	Tampa	FL	11/2024	Present
Reel Bbq	Palm Harbor	FL	12/2021	Present
Thomson Brock Luger & Company	Tallahassee	FL	11/2023	04/2024
Cooney Financial	Clearwater	FL	03/2023	03/2024
Clean Juice	Trinity	FL	05/2021	12/2021
Unemployed	Tarpon Springs	FL	03/2020	05/2021
Publix Supermarkets	Dunedin	FL	07/2019	03/2020
Unemployed	Clearwater	FL	01/2014	07/2019

11/2024 → Present

Morgan Stanley

Tampa, FL
12/2021 → Present

Reel Bbq

Palm Harbor, FL
11/2023 → 04/2024

Thomson Brock Luger & Company

Tallahassee, FL
03/2023 → 03/2024

Cooney Financial

Clearwater, FL
05/2021 → 12/2021

Clean Juice

Trinity, FL
03/2020 → 05/2021

Unemployed

Tarpon Springs, FL
07/2019 → 03/2020

Publix Supermarkets

Dunedin, FL
01/2014 → 07/2019

Unemployed

Clearwater, FL

Other Businesses

*616874 - Reel BBQ; Investment Related: No; Palm Harbor, Florida; Restaurant/Bar/Nightclub; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2021; During Business Hours: 0; After Business Hours: 20; Customer Service, Labor/Service

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-07
S63	Uniform Securities Agent State Law Examination	2024-12-10

S66 Uniform Combined State Law Examination

2026-05-07
S63 Uniform Securities Agent State Law Examination

2024-12-10

View on SEC IAPD