Tyler Ross Morgan

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

Authority	Category	Status	Date
FL	RA	APPROVED	2023-10-19
NY	RA	APPROVED	2021-06-16
TX	RA	APPROVED_RES	2020-04-23
NJ	RA	APPROVED	2014-06-02

FL RA
APPROVED

Since 2023-10-19
NY RA
APPROVED

Since 2021-06-16
TX RA
APPROVED_RES

Since 2020-04-23
NJ RA
APPROVED

Since 2014-06-02

Branch Locations

3801 Pga Boulevard Suite 700, Palm Beach Gardens, FL 33410 • 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

Organization	City	State	From	To
Morgan Stanley	Palm Beach Gardens	FL	03/2014	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

03/2014 → Present

Morgan Stanley

Palm Beach Gardens, FL
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Other Businesses

1. Real Estate; Investment related Yes; East Quogue NY; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jun 2018; During business hours: 0; After business hours: 0. *707649- Morgan Veterinary Ventures LLC; Investment related Yes; East Quogue, New York; Hospital/Healthcare; Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 0; Non-operational authorized signatory

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-05-30

S66 Uniform Combined State Law Examination

2014-05-30

Other Names

Tyler Morgan

View on SEC IAPD