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Cheryl Joy Harmelin

Morgan Stanley

Boca Raton, FL

Palm Beach Gardens, FL

CRD 2634054

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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 2020-02-20
FL RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-02-20
  • FL RA
    APPROVED
    Since 2009-06-01

Branch Locations

1801 North Military Trail Suite 300, Boca Raton, FL 33431 • United States

3801 Pga Boulevard Suite 700, Palm Beach Gardens, FL 33410 • 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
Citigroup Global Markets Inc. Boca Raton FL 05/1999 Present
Morgan Stanley Smith Barney Boca Raton FL 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 05/1999 → Present
    Citigroup Global Markets Inc.
    Boca Raton, FL
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Boca Raton, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-09
S63 Uniform Securities Agent State Law Examination 2000-07-17
  • S65 Uniform Investment Adviser Law Examination
    2001-01-09
  • S63 Uniform Securities Agent State Law Examination
    2000-07-17

View on SEC IAPD

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