Joseph E Fernandes

CRD 7998861

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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

Authority	Category	Status	Date
FL	RA	APPROVED	2026-02-24
TX	RA	APPROVED	2026-02-23

FL RA
APPROVED

Since 2026-02-24
TX RA
APPROVED

Since 2026-02-23

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
Rsm Us Llp	Tampa	FL	07/2023	09/2024
Luke's New York Bagels	Gainesville	FL	08/2021	09/2022
Stanley Chair Co.	Tampa	FL	05/2019	08/2019
Plant High School	Tampa	FL	08/2014	05/2018
University Of Florida	Gainesville	FL	08/2018	05/2023

11/2024 → Present

Morgan Stanley

Tampa, FL
07/2023 → 09/2024

Rsm Us Llp

Tampa, FL
08/2021 → 09/2022

Luke's New York Bagels

Gainesville, FL
05/2019 → 08/2019

Stanley Chair Co.

Tampa, FL
08/2014 → 05/2018

Plant High School

Tampa, FL
08/2018 → 05/2023

University Of Florida

Gainesville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-20
S63	Uniform Securities Agent State Law Examination	2025-01-22

S66 Uniform Combined State Law Examination

2026-02-20
S63 Uniform Securities Agent State Law Examination

2025-01-22

View on SEC IAPD

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