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Caellen H Roberts

Morgan Stanley

Bethesda, MD

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-10
MD RA APPROVED 2026-07-02
VA RA APPROVED 2026-07-02
  • TX RA
    APPROVED
    Since 2026-07-10
  • MD RA
    APPROVED
    Since 2026-07-02
  • VA RA
    APPROVED
    Since 2026-07-02

Branch Locations

7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • 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 Bethesda MD 03/2026 Present
Maple Capital Management Montpelier VT 06/2024 03/2026
Maple Capital Management Burlington VT 06/2023 08/2023
Manhattan Pizza & Pub Burlington VT 09/2022 05/2024
The Spot On The Dock Burlington VT 06/2022 09/2022
Bench Dogs Custom Cabinetry Washington ME 06/2019 08/2021
The University Of Vermont Burlington VT 08/2021 10/2021
Seafolk Coffee Shop Rockport ME 06/2018 08/2019
Lowes Burlington VT 01/2021 03/2021
Rockland Community Sailing Rockland ME 05/2016 08/2017
Bistro De Margot Burlington VT 02/2022 03/2022
The University Of Vermont Burlington VT 08/2020 05/2024
Camden Hills Regional Highschool Camden ME 08/2016 05/2020
  • 03/2026 → Present
    Morgan Stanley
    Bethesda, MD
  • 06/2024 → 03/2026
    Maple Capital Management
    Montpelier, VT
  • 06/2023 → 08/2023
    Maple Capital Management
    Burlington, VT
  • 09/2022 → 05/2024
    Manhattan Pizza & Pub
    Burlington, VT
  • 06/2022 → 09/2022
    The Spot On The Dock
    Burlington, VT
  • 06/2019 → 08/2021
    Bench Dogs Custom Cabinetry
    Washington, ME
  • 08/2021 → 10/2021
    The University Of Vermont
    Burlington, VT
  • 06/2018 → 08/2019
    Seafolk Coffee Shop
    Rockport, ME
  • 01/2021 → 03/2021
    Lowes
    Burlington, VT
  • 05/2016 → 08/2017
    Rockland Community Sailing
    Rockland, ME
  • 02/2022 → 03/2022
    Bistro De Margot
    Burlington, VT
  • 08/2020 → 05/2024
    The University Of Vermont
    Burlington, VT
  • 08/2016 → 05/2020
    Camden Hills Regional Highschool
    Camden, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-02
  • S66 Uniform Combined State Law Examination
    2026-07-02

View on SEC IAPD

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BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD

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