Grayson Z Cook

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2022 → 07/2024
  Centravest Financial
  St Petersburg, FL
• 10/2021 → 04/2022
  Prmg
  Tampa, FL
• 09/2021 → 10/2021
  Insync Healthcare Solutions
  Tampa, FL
• 10/2020 → 09/2021
  Milestone Mortgage Corp
  Jupiter, FL
• 05/2020 → 10/2020
  Unemployed
  Jupiter, FL
• 09/2016 → 05/2020
  Florida Gulf Coast University
  Fort Myers, FL
• 05/2016 → 09/2016
  The Woods
  Jupiter, FL
• 04/2022 → 07/2024
  Raymond James Financial Services, Inc.
  Saint Petersburg, FL
• 01/2026 → Present
  Morgan Stanley
  New York, NY
• 08/2024 → 12/2025
  Derian Enterprises
  Oradell, NJ

Previous Registrations

• 2023-02-24 → 2024-09-10
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-01-19

Other Names

• Grayson Cook