Austin W Haines

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2025 → Present
  Morgan Stanley
  Sarasota, FL
• 07/2023 → 12/2024
  Heritage Financial Group
  Tampa, FL
• 02/2017 → 03/2023
  Wawa Inc
  Tampa, FL
• 03/2015 → 02/2017
  Rjm Gourmet Sandwiches
  Port St Lucie, FL
• 03/2023 → 05/2025
  Uber
  Tampa, FL

Other Businesses

*642301 - Uber; Investment Related - No; San Francisco, California; Automotive/Transportation; Contractor (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2019; During Business Hours: 0; After Business Hours: 10; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2025-07-18