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Michael Valle

Morgan Stanley

Tampa, FL

CRD 7591032

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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
FL RA APPROVED 2025-08-04
TX RA APPROVED 2025-08-01
  • FL RA
    APPROVED
    Since 2025-08-04
  • TX RA
    APPROVED
    Since 2025-08-01

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
E*Trade Securities Llc Temple Terrace FL 08/2022 Present
Comerica Bank Santa Monica CA 08/2019 09/2020
Le Pain Quotidien Los Angeles CA 06/2016 05/2019
N/A No Employment Cedar Park TX 10/2020 08/2022
Morgan Stanley Temple Terrace FL 01/2023 Present
Morgan Stanley Temple Terrace FL 09/2023 Present
  • 08/2022 → Present
    E*Trade Securities Llc
    Temple Terrace, FL
  • 08/2019 → 09/2020
    Comerica Bank
    Santa Monica, CA
  • 06/2016 → 05/2019
    Le Pain Quotidien
    Los Angeles, CA
  • 10/2020 → 08/2022
    N/A No Employment
    Cedar Park, TX
  • 01/2023 → Present
    Morgan Stanley
    Temple Terrace, FL
  • 09/2023 → Present
    Morgan Stanley
    Temple Terrace, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-31
S63 Uniform Securities Agent State Law Examination 2022-12-05
  • S65 Uniform Investment Adviser Law Examination
    2025-07-31
  • S63 Uniform Securities Agent State Law Examination
    2022-12-05

View on SEC IAPD

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