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Tyler Plunkett

Morgan Stanley

Tampa, FL

CRD 7601708

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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 2026-02-27
FL RA APPROVED 2026-02-18
  • TX RA
    APPROVED
    Since 2026-02-27
  • FL RA
    APPROVED
    Since 2026-02-18

Branch Locations

4890 West Kennedy Boulevard Suite 700, Tampa, FL 33609 • 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
Ameriprise Financial Services, Llc Tampa FL 08/2022 05/2024
University Of Tampa Tampa FL 08/2018 05/2022
Frank Girard Wealth Management East Setauket NY 05/2022 07/2022
Comsewogue High School Port Jefferson Station NY 09/2014 06/2018
St. Georges Golf And Country Club East Setauket NY 06/2019 08/2019
Uncle Giuseppe's Marketplace Port Jefferson Station NY 11/2016 08/2018
Elegant Valet Services Patchogue NY 06/2019 07/2022
Morgan Stanley Smith Barney Llc Tampa FL 05/2024 Present
  • 08/2022 → 05/2024
    Ameriprise Financial Services, Llc
    Tampa, FL
  • 08/2018 → 05/2022
    University Of Tampa
    Tampa, FL
  • 05/2022 → 07/2022
    Frank Girard Wealth Management
    East Setauket, NY
  • 09/2014 → 06/2018
    Comsewogue High School
    Port Jefferson Station, NY
  • 06/2019 → 08/2019
    St. Georges Golf And Country Club
    East Setauket, NY
  • 11/2016 → 08/2018
    Uncle Giuseppe's Marketplace
    Port Jefferson Station, NY
  • 06/2019 → 07/2022
    Elegant Valet Services
    Patchogue, NY
  • 05/2024 → Present
    Morgan Stanley Smith Barney Llc
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-17
  • S66 Uniform Combined State Law Examination
    2026-02-17

View on SEC IAPD

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Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
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