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Debra Soler-Wilson

Morgan Stanley

Tampa, FL

Lithia, FL

CRD 2516913

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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
UT RA APPROVED 2012-01-09
TX RA APPROVED 2010-12-23
FL RA APPROVED 2009-06-01
  • UT RA
    APPROVED
    Since 2012-01-09
  • TX RA
    APPROVED
    Since 2010-12-23
  • FL RA
    APPROVED
    Since 2009-06-01

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States

Lithia, FL • 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 Smith Barney Tampa FL 06/2009 10/2016
Morgan Stanley Tampa FL 10/2016 Present
  • 06/2009 → 10/2016
    Morgan Stanley Smith Barney
    Tampa, FL
  • 10/2016 → Present
    Morgan Stanley
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-02
S63 Uniform Securities Agent State Law Examination 1994-10-03
  • S66 Uniform Combined State Law Examination
    2009-03-02
  • S63 Uniform Securities Agent State Law Examination
    1994-10-03
Other Names
  • Debra Baugh
  • Debra Soler

View on SEC IAPD

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