Brooke M Coligan

Lutherville, MD

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-02
MD	RA	APPROVED	2024-04-22

TX RA
APPROVED

Since 2025-05-02
MD RA
APPROVED

Since 2024-04-22

Branch Locations

2330 West Joppa Road Suite 255, Lutherville, MD 21093 • 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	Lutherville	MD	04/2022	Present
Gorman & Williams	Baltimore	MD	12/2020	04/2022
Gorman & Williams	Baltimore	MD	06/2017	12/2020
Blue Water Baltimore	Baltimore	MD	05/2016	06/2017
Towson University	Towson	MD	08/2016	05/2017
Towson University	Towson	MD	04/2013	05/2017
Morgan Stanley Private Bank, N.A	New York	NY	04/2025	Present

04/2022 → Present

Morgan Stanley

Lutherville, MD
12/2020 → 04/2022

Gorman & Williams

Baltimore, MD
06/2017 → 12/2020

Gorman & Williams

Baltimore, MD
05/2016 → 06/2017

Blue Water Baltimore

Baltimore, MD
08/2016 → 05/2017

Towson University

Towson, MD
04/2013 → 05/2017

Towson University

Towson, MD
04/2025 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-04-22

S66 Uniform Combined State Law Examination

2024-04-22

View on SEC IAPD

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SUMMIT FINANCIAL, LLC

KESTRA ADVISORY SERVICES, LLC

JANNEY MONTGOMERY SCOTT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

Other Investors

FREMONT JAMES KNITTLE

ANDREW WILLIAM SULLIVAN

R. MATTHEW WILLIAMS NOVAK

ROBERT WILMER BLACK

FRED CREGAN HILL

Other Offices

HARBOR INVESTMENT ADVISORY, LLC · LUTHERVILLE, MD

BLACK DIAMOND FINANCIAL, LLC · LUTHERVILLE, MD

CORBYN INVESTMENT MANAGEMENT INC · LUTHERVILLE, MD

SUMMIT FINANCIAL, LLC · LUTHERVILLE, MD

KESTRA ADVISORY SERVICES, LLC · Lutherville, MD

KESTRA ADVISORY SERVICES, LLC · LUTHERVILLE, MD

CORBYN INVESTMENT MANAGEMENT INC · LUTHERVILLE, MD

JANNEY MONTGOMERY SCOTT LLC · Lutherville (Greenspring), MD

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