Best Investors Account Sign in

Stewart A Berling

Morgan Stanley

Tuscaloosa, AL

Birmingham, AL

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-12
AL RA APPROVED 2024-07-01
  • TX RA
    APPROVED
    Since 2024-07-12
  • AL RA
    APPROVED
    Since 2024-07-01

Branch Locations

1470 Northbank Parkway Suite 280, Tuscaloosa, AL 35406 • United States

740 Shades Creek Parkway, Birmingham, AL 35209 • 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 Tuscaloosa AL 07/2023 Present
Morgan Stanley Tuscaloosa AL 07/2022 07/2023
Collegiate School Richmond VA 08/2013 05/2019
University Of Alabama Tuscaloosa AL 08/2019 05/2023
Morgan Stanley Private Bank, N.A New York NY 09/2025 Present
  • 07/2023 → Present
    Morgan Stanley
    Tuscaloosa, AL
  • 07/2022 → 07/2023
    Morgan Stanley
    Tuscaloosa, AL
  • 08/2013 → 05/2019
    Collegiate School
    Richmond, VA
  • 08/2019 → 05/2023
    University Of Alabama
    Tuscaloosa, AL
  • 09/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-01
  • S66 Uniform Combined State Law Examination
    2024-07-01

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
EAGLE STRATEGIES LLC
JMF CAPSTONE WEALTH MANAGEMENT
MONEY CONCEPTS CAPITAL CORP
OSAIC WEALTH, INC.
FINANCIAL ECONOMICS CONSULTING GROUP, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES

Other Investors

BARBARA BUZAN BECK
BRADLEY GILBERT GRAY
Harrison Schmitt
BRADEN WEST SCHMITT
Devin Haun
HEATHER MARIE MILLS
STEVEN DALE KELLOUGH
TERRANCE WILBERT DEDRICK

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · TUSCALOOSA, AL
EAGLE STRATEGIES LLC · TUSCALOOSA, AL
JMF CAPSTONE WEALTH MANAGEMENT · TUSCALOOSA, AL
MONEY CONCEPTS CAPITAL CORP · Tuscaloosa, AL
OSAIC WEALTH, INC. · TUSCALOOSA, AL
FINANCIAL ECONOMICS CONSULTING GROUP, INC. · TUSCALOOSA, AL
FINANCIAL ECONOMICS CONSULTING GROUP, INC. · TUSCALOOSA, AL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tuscaloosa, AL

More in Tuscaloosa, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor