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Natasha Carse

Morgan Stanley

Winter Park, FL

CRD 6282585

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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 2020-04-08
FL RA APPROVED 2015-12-11
  • TX RA
    APPROVED_RES
    Since 2020-04-08
  • FL RA
    APPROVED
    Since 2015-12-11

Branch Locations

250 Park Avenue South Suite 500, Winter Park, FL 32789 • 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 Winter Park FL 04/2015 Present
Morgan Stanley Private Bank, N.A. New York NY 07/2019 Present
  • 04/2015 → Present
    Winter Park, FL
  • 07/2019 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Other Businesses

1)Spark LLC; Independent Contractor- A space that works- professional Organizing- 0 hours during business hour, 8 hours after work - effective date 01/2016 2.ESV FAMILY PROPERTIES LLC; Investment related Yes; Property Rentals; Director (proprietor, partner, officer, director, employee, trustee, agent); Dec 2018; During business hours: 0; After business hours: 1 ; Bookeeping, Paying Real Estate Taxes, Insurance, Property Management Fees and other business fees on time. *384957 - My Shining Hour LLC; Investment related; Music and Video Production; LLC Manager, Secretary and Treasurer, Owner(proprietor, partner, officer, director, employee, trustee, agent); Dec 2019. *605016 - THE UNDONE MOVIE LLC; Investment related: Yes; WINTER PARK, Florida; MOVIE PRODUCTION ; Partner(proprietor, partner, officer, director, employee, trustee, agent); 8/2024; During business hours: 0; After business hours: 1; Administrative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-20
S63 Uniform Securities Agent State Law Examination 2014-03-21
  • S66 Uniform Combined State Law Examination
    2015-07-20
  • S63 Uniform Securities Agent State Law Examination
    2014-03-21
Other Names
  • Natalya Vysochin
  • Natasha Ocean

View on SEC IAPD

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