Coalter Smith

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-10
SC	RA	APPROVED	2026-06-16

TX RA
APPROVED

Since 2026-07-10
SC RA
APPROVED

Since 2026-06-16

Branch Locations

850 Morrison Drive Suite 800, Charleston, SC 29403 • 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	Charleston	SC	04/2026	Present
Pga Tour Americas	Jacksonville	FL	05/2024	11/2025
University Of Wisconsin-Madison	Madison	WI	08/2019	05/2024
Grosse Pointe South High School	Grosse Pointe Farms	MI	09/2015	06/2019
Unemployed	Beaufort	SC	12/2025	04/2026
Morgan Stanley Private Bank, N.A	New York	NY	07/2026	Present

04/2026 → Present

Morgan Stanley

Charleston, SC
05/2024 → 11/2025

Pga Tour Americas

Jacksonville, FL
08/2019 → 05/2024

University Of Wisconsin-Madison

Madison, WI
09/2015 → 06/2019

Grosse Pointe South High School

Grosse Pointe Farms, MI
12/2025 → 04/2026

Unemployed

Beaufort, SC
07/2026 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-16

S66 Uniform Combined State Law Examination

2026-06-16

View on SEC IAPD

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