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Sydney K Fling

Morgan Stanley

Columbus, OH

CRD 7548018

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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 2026-08-14
OH RA APPROVED 2026-07-07
  • TX RA
    APPROVED
    Since 2026-08-14
  • OH RA
    APPROVED
    Since 2026-07-07

Branch Locations

4449 Easton Way Suite 300, Columbus, OH 43219 • 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 Columbus OH 07/2025 Present
Prairie Township Community Center Galloway OH 04/2019 08/2020
Miami University Oxford OH 08/2020 12/2024
Beer Barrel Columbus OH 12/2021 04/2022
Morgan Stanley Columbus OH 05/2022 08/2022
Morgan Stanley Columbus OH 05/2023 08/2023
Morgan Stanley Columbus OH 06/2024 08/2024
West Jefferson High School West Jefferson OH 08/2016 05/2020
Unemployed West Jefferson OH 05/2017 08/2017
Unemployed West Jefferson OH 05/2018 08/2018
Unemployed West Jefferson OH 12/2024 07/2025
  • 07/2025 → Present
    Morgan Stanley
    Columbus, OH
  • 04/2019 → 08/2020
    Prairie Township Community Center
    Galloway, OH
  • 08/2020 → 12/2024
    Miami University
    Oxford, OH
  • 12/2021 → 04/2022
    Beer Barrel
    Columbus, OH
  • 05/2022 → 08/2022
    Morgan Stanley
    Columbus, OH
  • 05/2023 → 08/2023
    Morgan Stanley
    Columbus, OH
  • 06/2024 → 08/2024
    Morgan Stanley
    Columbus, OH
  • 08/2016 → 05/2020
    West Jefferson High School
    West Jefferson, OH
  • 05/2017 → 08/2017
    Unemployed
    West Jefferson, OH
  • 05/2018 → 08/2018
    Unemployed
    West Jefferson, OH
  • 12/2024 → 07/2025
    Unemployed
    West Jefferson, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-07
  • S66 Uniform Combined State Law Examination
    2025-11-07

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Nearby Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH

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