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Jason S. Sarratea

Morgan Stanley

Hunt Valley, MD

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-15
MD RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-04-15
  • MD RA
    APPROVED
    Since 2009-06-01

Branch Locations

303 International Circle Suite 500, Hunt Valley, MD 21030 • 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 Hunt Valley MD 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Hunt Valley, MD
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2006-02-21 → 2009-06-01
    Citigroup Global Markets Inc.
    Baltimore, MD
    New York, NY
    Baltimore, MD
  • 1997-08-26 → 2006-02-21
    Legg Mason Wood Walker, Incorporated
    Baltimore, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-08-06
S63 Uniform Securities Agent State Law Examination 1997-04-01
  • S65 Uniform Investment Adviser Law Examination
    1997-08-06
  • S63 Uniform Securities Agent State Law Examination
    1997-04-01
Other Names
  • Jason Steve Sarratea

View on SEC IAPD

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Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD
MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD
BUSH RIVER TRUST, LLC · HUNT VALLEY, MD
OSAIC WEALTH, INC. · HUNT VALLEY, MD
INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD
AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

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