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Andrew Iten Roe

Morgan Stanley

Middleton, WI

Minocqua, WI

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-09-06
WI RA APPROVED 2011-03-23
  • TX RA
    APPROVED_RES
    Since 2017-09-06
  • WI RA
    APPROVED
    Since 2011-03-23

Branch Locations

8215 Greenway Boulevard 4Th Floor, Middleton, WI 53562 • United States

9796 Highway 70 West, Minocqua, WI 54548 • 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 Madison WI 03/2010 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
Morgan Stanley Minocqua WI 08/2017 Present
  • 03/2010 → Present
    Morgan Stanley
    Madison, WI
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 08/2017 → Present
    Morgan Stanley
    Minocqua, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-05-27
  • S66 Uniform Combined State Law Examination
    2010-05-27

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI
EDWARD JONES · MIDDLETON, WI

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