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Edwin J Cervantes

Morgan Stanley

Tampa, FL

CRD 7488320

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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 2024-09-13
FL RA APPROVED 2024-09-12
  • TX RA
    APPROVED
    Since 2024-09-13
  • FL RA
    APPROVED
    Since 2024-09-12

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • 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 Tampa FL 03/2022 Present
Publix St. Petersburg FL 11/2016 12/2020
Pnc Bank St. Petersburg FL 08/2021 11/2021
Short Block Technologies Clearwater FL 05/2020 08/2020
Marina Cantina Clearwater FL 01/2021 02/2021
Unemployed Seminole FL 03/2021 07/2021
School Seminole FL 01/2010 10/2016
Unemployed Seminole FL 12/2021 02/2022
  • 03/2022 → Present
    Morgan Stanley
    Tampa, FL
  • 11/2016 → 12/2020
    Publix
    St. Petersburg, FL
  • 08/2021 → 11/2021
    Pnc Bank
    St. Petersburg, FL
  • 05/2020 → 08/2020
    Short Block Technologies
    Clearwater, FL
  • 01/2021 → 02/2021
    Marina Cantina
    Clearwater, FL
  • 03/2021 → 07/2021
    Unemployed
    Seminole, FL
  • 01/2010 → 10/2016
    School
    Seminole, FL
  • 12/2021 → 02/2022
    Unemployed
    Seminole, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-10
  • S66 Uniform Combined State Law Examination
    2024-09-10

View on SEC IAPD

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