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Timothy A Harris

Morgan Stanley

Tampa, FL

CRD 4987713

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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 2021-12-16
FL RA APPROVED 2021-06-24
  • TX RA
    APPROVED_RES
    Since 2021-12-16
  • FL RA
    APPROVED
    Since 2021-06-24

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
T Rowe Price Investment Services, Inc. Tampa FL 05/2007 06/2019
Morgan Stanley Tampa FL 06/2021 Present
Self-Employed Apollo Beach FL 07/2019 06/2021
  • 05/2007 → 06/2019
    T Rowe Price Investment Services, Inc.
    Tampa, FL
  • 06/2021 → Present
    Morgan Stanley
    Tampa, FL
  • 07/2019 → 06/2021
    Self-Employed
    Apollo Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-18
S63 Uniform Securities Agent State Law Examination 2005-10-07
  • S66 Uniform Combined State Law Examination
    2007-06-18
  • S63 Uniform Securities Agent State Law Examination
    2005-10-07
Other Names
  • Timothy Harris
  • Timothy Andrew Harris

View on SEC IAPD

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