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Andrew Thomas Katsanis

Morgan Stanley

Orlando, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-11-12
  • FL RA
    APPROVED
    Since 2019-11-12

Branch Locations

Windmere Financial Center 4705 South Apopka Vineland Road, Suite 202, Orlando, FL 32819 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Leesburg FL 01/2014 11/2019
Morgan Stanley Smith Barney Llc Orlando FL 11/2019 Present
Morgan Stanley Private Bank, N.A New York NY 12/2019 Present
  • 01/2014 → 11/2019
    Leesburg, FL
  • 11/2019 → Present
    Morgan Stanley Smith Barney Llc
    Orlando, FL
  • 12/2019 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2014-06-10 → 2019-11-11
    Clermont, FL
    St Louis, MO
    Clermont, FL
    Clermont, FL
    Leesburg, FL
    Clermont, FL
    Winter Garden, FL
    Leesburg, FL
Other Businesses

*414743 - Trust; Investment related Yes; Leesburg, Florida; 03/2011; Successor Trustee; During business hours: 1; After business hours: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-07
  • S66 Uniform Combined State Law Examination
    2014-06-07

View on SEC IAPD

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