Best Investors Account Sign in

Tricia I Carvalheira

Morgan Stanley

New York, NY

Melville, NY

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
TX RA APPROVED_RES 2014-02-12
NJ RA APPROVED 2010-06-16
  • NY RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED_RES
    Since 2014-02-12
  • NJ RA
    APPROVED
    Since 2010-06-16

Branch Locations

1585 Broadway 21St Floor, New York, NY 10036 • United States

58 South Service Road Suite 400, Melville, NY 11747 • 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
Lehman Brothers Inc. New York NY 11/2006 Present
Morgan Stanley Smith Barney New York NY 06/2010 Present
  • 11/2006 → Present
    Lehman Brothers Inc.
    New York, NY
  • 06/2010 → Present
    Morgan Stanley Smith Barney
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-02-10
S63 Uniform Securities Agent State Law Examination 1998-06-12
  • S65 Uniform Investment Adviser Law Examination
    1999-02-10
  • S63 Uniform Securities Agent State Law Examination
    1998-06-12
Other Names
  • Maria Tricia C Isidro
  • Tricia Isidro Bear
  • Tricia Isidro Carvalheira
  • Tricia Isidro Bear
  • Maria Tricia C Isidro

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor